Signing as a Recipient

Recipients sign through the Clear Ideas signing flow.

Typical Flow

1. Open the signing link from the invitation email or from Clear Ideas.
2. If email verification is required before signing begins, complete that challenge first.
3. Prepare to sign by selecting a saved signature or initials if needed.
4. Review the assigned fields.
5. Apply values to required and optional fields.
6. Review and accept signing terms if the sender configured them.
7. Complete signing.

Recipient Notes

• Optional fields can be skipped.
• Required checkboxes must be checked before completion.
• Once your signing step is complete, you cannot sign the same request again.
• Completed signers can download the executed document when it is available for their step.

Existing and New Users

If you are not already a user, Clear Ideas can create your account as part of the invitation flow and return you to the signing request after verification.

All recipients sign through Clear Ideas accounts, including accounts created from the invitation flow when needed.