Centilio Sign Review & First Look

Centilio Sign is built to be a go-to platform for businesses, freelancers, and teams that need a straightforward yet powerful way to manage digital signing. It promises to make your journey to a paperless office much easier, handling everything from creating documents and managing contracts to processing payments and setting up automated workflows.

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When you first step into the Centilio Sign dashboard, you’ll notice a clean and intuitive interface. On the homepage, there’s a sidebar with tabs, each dedicated to a different feature, and a main view that gives you a quick summary of your signed, sent, and other documents. The “My Documents” section is where you’ll find all your previously uploaded files, or you can easily upload new ones. You’ve got options to import from popular cloud services like Google Drive, Dropbox, and Box, or just upload files manually. Once your document is uploaded, it’s ready to go.

Getting Started with Centilio Sign

Getting your documents ready for signing is pretty straightforward. Here’s a quick rundown:

• Upload Your Document: You can pull files from your desktop or cloud storage like Google Drive, OneDrive, or Dropbox. Centilio Sign supports various formats, including PDF, JPG, PNG, and DOCX.
• Add Recipients: After uploading, you’ll add the names and email addresses of the people who need to receive the document. You can set their roles—whether they need to sign, just view, or receive a copy.
• Set Signing Order & Verification: For extra security, you can turn on recipient verification, where they need a passcode to access the file. If multiple people are involved, you can enable a specific signing order, assigning each person a number.
• Add Approvers: If a document needs approval before it’s signed, you can add an approver to the workflow.
• Drag & Drop Fields: This is where the magic happens. You’ll see the initials of each signer, and you can drag and drop fields like signature, name, and date directly onto the document. You’ll repeat this for each signer, placing their fields where they need to go.
• Send it Off: Once all fields are in place and recipients are set, you just hit send.

Tracking Your Documents

After you send a document, you can keep tabs on its progress in the “Send for Sign” tab. Each document clearly shows its current status—pending, signed, or in progress. On the recipient’s end, they get an email with a “Proceed Sign” button. Clicking it takes them to the document details page where they can accept or decline the request. If they accept, the document opens with their preassigned fields. They have options to draw, type, or upload their signature. Once they’ve filled everything out and submitted it, the document is signed and automatically sent back to you. The status updates in real-time, moving from “sent” to “in progress” and finally to “completed” once everyone has signed.