Signing documents

Before you start

• The document as one PDF, or one or more images (JPG, PNG, WebP or HEIC) that Wealthie combines into a PDF. The file can be up to 10 MB.
• The group the document belongs to, with signer email addresses on file or to hand.

Where to find it

• Document Library (or a group's Documents) → Add Documents → Generate Digital Documents → Select Document Type: Sign Document → Generate.

Prepare the document

1. 1

   Step 1: Upload the file

   Select Click to upload a PDF or image. Upload one PDF, or select one or more images. Password-protected PDFs cannot be used.
2. 2

   Step 2: Place the fields

   Select a field type, then click on the PDF to place it. Types are Text, Checkbox, Date, Signature, Comment, Strike out, Image and Verification. Use Fill from data to pre-fill inputs from the client record.
3. 3

   Step 3: Record ID sighting if needed

   A Verification field records how the original was sighted: In person or Remote review (not original sighting).

Add signers

1. 1

   Step 1: Under Who needs to sign?, select Add a signer

   Choose a group member, an entity, a group contact or a manual signer. You can add up to 10 signers.
2. 2

   Step 2: Set each signer's capacity

   For example Client, Trustee, Beneficiary, Settlor, Director, Shareholder, Authorised Signatory, Power of Attorney, Executor, Guardian or Other.
3. 3

   Step 3: Assign every signature box

   Choose a signer for every signature box under Signer. Each signer needs at least one field to sign, and each needs their own email address.

Set options and share

1. 1

   Step 1: Choose link options

   Optionally set Password protect and a Link expiry.
2. 2

   Step 2: Select Save & Generate Link

   When the link is ready, use Copy Link to share it with the signers.
3. 3

   Step 3: Or keep it internal

   Internal use only lets you prefill a document for your own records with no link, emails or signing. Use Sign & file to sign it yourself and file it to the group.

What you should see

• A signing link for the document, and the document filed in the group's Sign Documents folder.
• Signers confirm their email address before they sign.
• Progress shows on the document and in the Document Library's view of documents awaiting the client.

What is saved or sent

• Saving stores the document and its fields. Signers receive the document through the link you share.
• From the awaiting view, Send a reminder? emails the link to the client email addresses on file. Wealthie warns you when there are none.
• Once signers complete the document, the signed copy is kept on the group's file.

If something goes wrong

PDF is password protected

Remove the password in your PDF tool, then upload it again.

Source file too large

Reduce the file below 10 MB, for example by lowering image resolution, then upload again.

No fields detected

Add the fields manually by selecting a type and clicking on the PDF.

Same email for both signers

Each signer must have their own email address. Update the signer details.

A signer cannot find the link

Copy the link again from the document, or send a reminder from the Document Library. See Onboarding and workflows if the document belongs to a workflow phase.