What is Zil Sign?

What is Zil Sign?

Zil Sign lets you send a PDF to other people to sign online. You upload the file, add the people, mark where each person signs, and send it. Each person signs from a link in an email. You can follow every request in one list.

Quick answer: In the left menu, click BUSINESS TOOLS, then More, then open Zil Sign. Click Request Signature, upload a PDF, add people, place the fields, and click Send.

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What you can do with Zil Sign

  • Send a PDF for signature. You can upload a PDF file up to 10 MB.
  • Add the people you need. Each person either Needs to sign or will Receive a copy. You can also add yourself with Add me.
  • Place fields on the page. The fields are Signature, Initial, Full Name, Date, Sign Date, Email, Company, Job Title, Text, Checkbox, Radio, and Attachment.
  • Let people sign their way. A signer can type a signature, draw it, or upload an image of it.
  • Follow each request. Your list shows the status of every document. You can resend a request, cancel it, or download the file.

Where to find Zil Sign

Zil Sign is in the Business Tools area. In the left menu, click BUSINESS TOOLS, then click More. Find the Zil Sign card and click Open Tool.

Business Tools More page with the Zil Sign card and the Open Tool button

The first time you open it, the page says No documents yet. Click Request Signature to start. After you send a request, it shows in the list.

Zil Sign page with no documents yet and the Request Signature button

What the signer sees

Each person who needs to sign gets an email with a Sign Document button. The button opens the document in a web page. The signer clicks the signature field, signs, and agrees to the terms. Then the signer clicks Submit.

Signing page showing the document with a required Signature field and the Agree and Continue button

After the document is signed, the signer and anyone set to Receive a copy get the signed PDF by email.

How to follow your requests

Your Zil Sign list shows the document name, the date you created it, and its status. You can filter the list by status: Pending, In progress, Signed, and Cancelled. A request shows In progress after you send it, and Signed when the signing is done.

Zil Sign list with two documents that show the Signed status

Ready to send your first document? Read How to send a document for signature with Zil Sign? for the step-by-step guide.

Common questions

What kind of file can I send?

A PDF file, up to 10 MB.

Can I send a document to more than one person?

Yes. Click Add recipient to add each person.

What if someone only needs to see the signed document?

Choose Receive a copy for that person. They get the signed PDF by email after the document is signed.

Can I sign the document myself?

Yes. Click Add me to add yourself as a recipient. You get the same email as the other signers.

I need help with Zil Sign.

Call (408) 775-7720 or use the chat box in the lower right corner of the app.

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Want help? Book a demo. Our team will answer your questions.

This page gives general information. It is not legal advice.