Hutly Sign allows you to combine documents into one complete signing assignment
1. Create a New Envelope
From the menu on the left, click the pen icon to open Hutly Sign, and select the New Envelope button in the top right corner.
Add Documents
Upload your documents using the Upload Documents button under 1. Documents. You can add as many documents as needed, provided each file is no larger than 20MB and the total envelope size does not exceed 30MB.
Manage Signees
Under 2. Signees, add the recipients' details, including name, email address, and mobile number. By default, all signees will receive the envelope at the same time. If you want to send it in a specific order, switch the 'Enable Signing Order' toggle on.
Add Envelope Details
Under 3. Envelope Details, enter the email subject and an optional custom message. The default message is: "Please follow the link to sign your document."
Click Save and Close in the top right corner to save your progress, or click Next to proceed immediately.
2. Preparing Documents
On the next page, you can prepare the selected documents for signing by adding the appropriate fields for the signees to complete. The menu on the left displays different field types, which can be added by dragging and dropping them into position. Selecting the correct field type ensures that ADL forms can validate email addresses, names, and mobile numbers in the correct format.
Adjusting fields
Each field can be resized by clicking and dragging its corners. Some fields may need more space for longer responses, while others are suitable for short answers or names. Once a field is selected, a menu on the right allows for further customisation. You can assign fields to specific recipients, set fields as mandatory, mark them as read-only, or allow collaboration so multiple signees can edit them. Additional settings let you adjust the appearance of information fields.
You can save your progress and return later by clicking Save and Close in the top right corner. When all required fields are added, click Send for Signing to send the envelope immediately or to the first recipient in the specified order if a signing sequence was set earlier.
On the Hutly Sign homepage, you can use the three-dot menu under Actions to cancel the sending if it's still in progress, resend the envelope if an error occurred, or download it as a PDF file.