> For the complete documentation index, see [llms.txt](https://support.pipefile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pipefile.com/for-your-clients/fill-and-sign-a-form.md). # Fill and sign a form For people who received a request link — how to fill in a form, sign it, save it for later, and sign alongside other people. Some requests include a form for you to fill in and sign online. You don't need to print, scan or install anything. ## Fill in the form {% stepper %} {% step %} ### Open the form Open your request link and go to the checklist item with the form. Click **Fill Form** next to the file. The form opens on screen. {% endstep %} {% step %} ### Fill in the fields Click a field and type, or tick a box. Hover over a field to see any help the sender added. Your progress saves automatically, and you'll see **Progress Saved**. Some fields are filled in for you: * **Grey fields with a lock** were filled in by the sender and can't be changed. * **Date fields** next to a signature fill in with today's date when you finish. They say "Populated with today's date when you're done." {% endstep %} {% step %} ### Sign Click the signature field. Choose **Type** to type your name, or **Draw** to draw your signature with your mouse, finger or stylus. (The sender may allow only one of these.) Read the statement on screen, then click **I Agree**. To change a signature, click it. You can choose **Redraw signature**, **Keep this signature** or **Remove signature**. {% endstep %} {% step %} ### Submit Click **Done** at the top of the form, then **Submit Form**. Pipefile creates the finished PDF and sends it to the sender. If the item has another form, it opens next. {% endstep %} {% endstepper %} If you missed a required field, Pipefile shows **Required Fields Incomplete** with a list of the fields to fill in. If you missed a signature, it tells you how many are still unsigned. ## Finish later Click **Done**, then **Finish Later**. Your answers are saved. Open the same link again and click **Fill Form** to pick up where you left off. The **Done** menu also has **Download** if you want a copy of the form as it is now. When you come back, you may see **Resume previous session?** Click **Resume** to continue. ## Confirm it's you To protect your information, Pipefile sometimes asks you to confirm who you are. This happens when you come back to a saved form, open it on a different device, or open a form someone else has already started. A lock on the **Fill Form** button means you'll need to verify first. 1. Choose where to get a code: **Send code to** your email or your phone. 2. Enter the 6-digit code from the message and click **Confirm**. If the code doesn't arrive, click **Resend**. ## Signing with other people Sometimes a form needs more than one signer, like two spouses or a client and a witness. Everyone works on the same copy of the form. * Fields for the other signers are locked for you and say **Awaiting** and their role (for example, "Awaiting Spouse"). * Changes made by others appear on your screen as they make them. The top of the form shows **Live** when you're connected. * When you've done your part but others haven't, you'll see **Your Part is Complete** and "Waiting for other signers". You can close the window. You won't get reminders for your part. ### If someone already signed Some fields are shared, and anyone on the form can fill them. If you change a shared field after someone has signed, you'll see **Editing this field will void existing signatures**. Click **Cancel** to leave it alone. If you click **Void & Continue**, their signature is cancelled and they get an email asking them to sign again. If someone else's change cancels your signature, you'll see **Your signature has been voided** and get an email. Open the form and sign again. ### Starting over Only the person who opened the form first can start it over. When you come back to a form you started, click **Start new session**, then **Start over**. This clears every answer and every signature, and everyone has to fill in and sign the form again. ### Signing on two devices If you open the form on a second device while it's still open on another, you'll see "You're already signing this document on another device." Click **Continue on this device** to switch. ## Is my signature valid? When you sign, you agree that your electronic signature is legally binding, just like a handwritten one. Pipefile adds a record of your signature to the finished document. It shows your name, how you were verified, your IP address, your device, and when you signed. Questions about what the document means are best answered by the person who sent it. ## Related * [Upload documents to a request](/for-your-clients/upload-documents.md) * [Recipient FAQ](/for-your-clients/recipient-faq.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. 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