All About Quick Sign (Quick Reference)

View our Pricing & Plans for a detailed list and comparison of features available in each plan.

Looking for all things Quick Sign (QS) without having to search or filter information? You’re at the right place!

Quick Sign

• Upload a Document (Quick Sign)
  • Drag & drop
    • See Upload a Document (Quick Sign) | Drag & Drop / Upload Document for information.
  • Use Docubee’s AI Document Generation Feature
    • See Upload a Document (Quick Sign) | Docubee Document Assistant and Docubee’s AI Document Generation Feature for information
  • Upload from your Docubee Library
    • See Upload a Document (Quick Sign) | Docubee Doc Library and Overview of the Documents Section for information
  • Import from Google Drive
    • See Upload a Document (Quick Sign) | Google Drive and Import Documents from Google Drive for information 
  • Import from Box.com 
    • See Upload a Document (Quick Sign) | Box and Import from Box.com for information
  • Select a pre-built Docubee template
    • See Upload a Document (Quick Sign) | Docubee Templates for information.
• Fill or Sign (See Quick Sign for information)
  • Sign it Myself
    • Stamps (Quick Sign)
    • Composite Stamps (Quick Sign)
  • Send and Sign (Send for signature)
    • Set signing order
    • About signers
      • The Signer’s Experience (Quick Sign)
    • About recipients
      • Manage recipients (for sent QS)
    • Prepare Document Modal (Quick Sign)
    • Quick Sign with Expiration Dates
    • Customize Notification Email (Quick Sign)
    • Save the document as a template
  • Track and manage your QS document
    • See Overview of the Documents Section | Quick Signs Tab for information on Search and Filter Sent Quick Signs and Quick Sign Instance Information.
    • View QS process details
    • Cancel QS process
• Send a Document Packet for Signature
• Get Signatures on Documents & PDFs Using Quick Sign from Docubee
• Starting Points to Add a New Document

Related Information

Knowledge Based Authentication (KBA) Configuration
Two-Factor Authentication
Capturing eSignatures with Docubee (Video)
Get Fast eSignatures (Video)
Send Document Packets (Envelopes) for Signature Using Docubee (Video)
Collect Signatures in Bulk with Docubee (Video)
How To Create an Electronic Signature with Docubee (Blog)
11 Benefits of Document Automation That Can’t Be Ignored (Blog)
Can Docubee be used to fill and sign documents that already exist? (FAQ)
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.