With Hutly Sign, sending documents for digital signing is simple and secure. From uploading files to placing signature fields and sending your envelope, this guide walks you through the entire process.
✅ Step 1: Create a New Envelope
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From the left-hand menu, click the pen icon to open Hutly Sign.
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In the top-right corner, click New Envelope.
✅ Step 2: Add Your Documents
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Under 1. Documents, click Upload Documents to add the files you want signed.
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You can upload multiple documents—just ensure no single file exceeds 20MB, and the total envelope size stays under 30MB.
✅ Step 3: Add Signees
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Under 2. Signees, enter each recipient’s:
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Name
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Email address
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Mobile number
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By default, all signees will receive the document at the same time.
Want them to sign in a specific order? Simply toggle Enable Signing Order on.
✅ Step 4: Add Envelope Details
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Under 3. Envelope Details, fill in the email subject line and an optional custom message.
(Default message: “Please follow the link to sign your document.”)
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Click Save and Close to finish later or Next to proceed to preparing your documents.
📝 Preparing Your Documents for Signing
On the next screen, you’ll add fields to your documents so signees know exactly where and what to fill out.
✏️ Add Signing Fields
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Use the menu on the left to drag and drop fields like name, date, signature, email, or phone number.
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Correct field types ensure details (e.g., mobile numbers, email addresses) are properly validated in ADL forms.
⚙️ Customise Each Field
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Resize by dragging the corners—handy for longer text or compact inputs.
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Use the right-hand menu to:
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Assign fields to specific signees
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Set fields as required, read-only, or collaborative
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Tweak appearance and formatting as needed
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✅ Final Steps
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Click Save and Close if you want to return later.
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Ready to send? Click Send for Signing to immediately deliver the envelope—or to the first signer if you enabled a signing order.
📌 Managing Sent Envelopes
Back on the Hutly Sign homepage, you can manage your envelopes using the three-dot Actions menu:
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Cancel a pending envelope
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Resend if a delivery error occurs
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Download a copy as a PDF
Need help with Hutly Sign or anything else?
We are here to support you:
🌐 Knowledge Base: Click Here
🤓 Training Sessions: Book Here
📧 Email: support@hutly.com