Google Docs

How to Make a Google Doc Signable

Spencer LanoueSpencer Lanoue
Google Docs

Making a Google Doc signable might sound like a task for a tech wizard, but it's actually quite straightforward once you know the steps. Whether you're handling contracts, permission slips, or any document that needs a signature, turning your Google Doc into a signable form can streamline your workflow. We'll walk through the process, offering tips and tricks along the way to make your life easier.

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Understanding the Need for Signable Documents

Before we get started, let's chat about why you might want to make a Google Doc signable. In the digital age, we often find ourselves needing to sign documents without the hassle of printing, signing, and scanning them back. It's not just about saving paper. It's about efficiency and convenience. Imagine being able to complete a transaction or approve a contract without leaving your desk or picking up a pen.

For businesses, having signable documents ensures faster turnaround times and more secure transactions. It reduces the time spent on administrative tasks and allows you to focus on what really matters. Plus, digital signatures are often more secure than traditional ones, thanks to encryption and other security measures. So, whether you're running a business, managing a project, or just need a quick way to sign off on something, making your Google Doc signable is a smart move.

Using Google Docs' Built-in Features

Google Docs itself doesn't directly allow for digital signatures in the way some other tools do, but it does offer some features that can help you set up your document for signing. Here's a quick rundown of what you can do within Google Docs:

  • Adding a Signature Line: You can manually add a signature line by inserting a table. Simply go to Insert > Table and create a 1x1 cell. You can label it "Signature" and leave space for the signer to add their name.
  • Using the Drawing Tool: For a more visual approach, use the drawing tool to create a signature line. Head to Insert > Drawing > + New. Use the line tool to draw a line and label it as needed.

While these methods don't create a legally binding digital signature, they set up your document for the next steps, which involve integrating with other tools or services that handle the actual signing process.

Integrating with E-Signature Tools

To make a Google Doc truly signable, you'll need to integrate with an e-signature tool. These tools allow you to add legally binding signatures to your documents. Here's how you can do it:

  • DocuSign: One of the most popular e-signature tools, DocuSign integrates smoothly with Google Docs. Simply install the DocuSign add-on from the Google Workspace Marketplace. Once installed, open your Google Doc, click on Add-ons > DocuSign > Sign with DocuSign. You can then follow the prompts to add signature fields and send your document for signing.
  • Adobe Sign: Adobe Sign is another excellent option. Like DocuSign, it offers a Google Workspace Marketplace add-on. Install it and access it via the Add-ons menu in your document. Adobe Sign provides a similar interface to add signature fields and send the document to your recipients.

These tools do more than just add a signature. They track the signing process, send reminders, and provide a secure way to manage signed documents. The convenience of these integrations can save you a lot of time and hassle.

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Creating a Signable PDF from Google Docs

Another approach is to convert your Google Doc into a PDF and then add a signature field. PDFs are widely used for signed documents because they preserve formatting and are compatible with most signature tools. Here's how to do it:

  1. Export Your Document: In Google Docs, go to File > Download > PDF Document (.pdf). This will save your document as a PDF to your computer.
  2. Add Signature Fields: Use a PDF editor like Adobe Acrobat or an online tool to insert signature fields. Adobe Acrobat, for instance, has a Prepare Form tool that lets you add fields where needed.
  3. Send for Signing: Once your PDF is ready, you can use any e-signature service to send it out for signatures. Most services allow you to upload PDFs and add signatures directly.

Converting to PDF might seem like an extra step, but it's a reliable method that works well if you need a signed document that can be easily shared and viewed on any device.

Using Google Forms for Signatures

If your document is more about collecting information or approvals rather than a formal contract, Google Forms might be a better fit. You can create a form that includes all the necessary details and a "signature" field where respondents can enter their name as a form of consent.

Here's how you can set up a Google Form for signatures:

  1. Create a New Form: In Google Drive, click on New > Google Forms > Blank form.
  2. Add Your Questions: Input all the questions or fields you need. For a signature, add a Short Answer question labeled "Signature" where respondents can type their name.
  3. Send the Form: Once your form is ready, click Send to distribute it to your respondents via email or link.

While this method doesn't provide a legally binding signature, it's great for gathering approvals or informal agreements quickly and efficiently.

Ensuring Security and Compliance

When dealing with signable documents, security is paramount. You want to ensure that the signatures are not just convenient but also secure and compliant with any relevant regulations. Here are some tips:

  • Choose Trusted Tools: Stick with well-known e-signature services that comply with e-signature laws like ESIGN and UETA in the US or eIDAS in the EU.
  • Understand the Legal Requirements: Different regions have different requirements for what constitutes a legal e-signature. Make sure the tool you choose meets these criteria.
  • Verify Signatures: Many e-signature tools offer options to verify the identity of signers, adding an extra layer of security.

By taking these precautions, you ensure that your documents are not only signable but also secure and legally binding, giving you peace of mind.

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Streamlining the Process with Templates

If you find yourself creating signable documents frequently, using templates can save you a ton of time. Google Docs allows you to create templates that you can reuse, making the process faster and more efficient.

Here's a quick guide to creating a template:

  1. Design Your Document: Set up your document with all the standard text and fields you need.
  2. Save as a Template: In Google Docs, you can't save directly as a template, but you can keep a master copy that you duplicate each time you need to use it. Simply go to File > Make a copy to duplicate the document.
  3. Customize Each Use: Once you have your template, customize it for each specific use case. Add any unique details and prepare it for signing.

Templates are a great way to ensure consistency and efficiency, especially for businesses that handle repetitive documents like contracts or agreements.

Collaborating with Others in Real-Time

Google Docs excels at collaboration, allowing multiple users to work on a document simultaneously. This feature can be incredibly useful when creating a signable document, especially if you're working with a team.

Here's how to make the most of Google Docs' collaboration features:

  • Share Your Document: Click the Share button in the top right corner and invite collaborators by entering their email addresses. Adjust permissions to suit your needs.
  • Real-Time Editing: Collaborators can make changes and add comments in real-time. This is helpful for gathering feedback or making last-minute adjustments before sending out the document for signing.
  • Track Changes: Use the Version History under the File menu to see changes made over time. This feature is useful for reviewing edits and ensuring that all necessary updates have been made.

For those of us who like to streamline things even more, Spell offers a collaborative document editor with AI built in natively. It allows you to write and edit documents faster without jumping between tools.

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Using Spell for a Faster Workflow

You might be wondering if there's a way to speed up the process even more. Well, there is! Spell is an AI-powered document editor that can help you create and edit high-quality documents in no time. Here's how Spell can assist:

  • AI Drafting: Spell can generate a high-quality first draft of your document in seconds. This feature is perfect for those who find themselves starting from scratch repeatedly.
  • Natural Language Editing: Highlight text and instruct Spell on the changes you want. This allows you to refine your document without the hassle of constant manual editing.
  • Real-Time Collaboration: Work with your team in real-time, just like in Google Docs, but with the added benefit of AI assistance to speed up the process.

Spell is designed to make document creation and editing not only faster but also more efficient, reducing the time it takes to go from draft to polished, signable document.

Final Thoughts

Turning a Google Doc into a signable document is a straightforward process that can significantly improve your efficiency. By utilizing Google Docs' features, integrating e-signature tools, and considering other handy options like Spell, you can create signable documents that are both secure and convenient. Speaking of efficiency, Spell can help you create high-quality documents faster, making your workflow smoother and more productive.

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.