A Guide to Signing Your CrediBill
Documents
This guide will walk you through the process to sign your documents digitally.
Table of Contents
Receiving the email and entering your secure access code.
Getting Started Step 1: Open Your Email
Step 2: Enter Your Access Code
A step-by-step guide to filling and signing the document.
Step 3: Start the Signing Process
The Signing Process
Step 4: Create Your Signature
Step 5: Fill in the Required Fields
How to complete the process and get a copy for your records.
Finalizing & Next Steps Step 6: Finalize and Agree
Final: You’re All Done!
Support & Troubleshooting Quick help for common questions.
Step 1: Open Your Email
1. Look for an email with a subject line like: “Signing Request – Your Company Name]ˮ.
2. It will be sent from CapBay (noreply@[Link]).
3. Click the blue “Review & Signˮ button to begin.
Step 2: Enter Your Access Code
1. For added security, you will be prompted to enter an access code to view the document.
2. This code will be sent to you personally via WhatsApp by your account manager or CrediBill Ops team.
3. Please check your WhatsApp for the code, enter it in the box, and click “Continueˮ.
Step 3: Start the Signing Process
1. After clicking the link, your document will open in a secure window.
2. Click the “Get Startedˮ button. This will automatically guide you to the first field you need to fill.
Step 4: Create Your Signature
1. When you click on a signature field, a pop-up box will appear. You have four options to create your legally binding signature.
a. Draw: Use your mouse to draw your signature.
b. Type: Type your name and choose a font style.
c. Upload: Upload an image of your signature if you already have one.
d. Saved: If you have used Dropbox Sign before, you can select your previously saved signature.
2. Select your preferred method and click “Insertˮ.
Step 5: Fill in the Required Fields
1. When you click the ‘Nextʼ button, the system will direct you to the next field that requires your input (e.g., Name, NRIC, Date).
2. Type your information into the text boxes provided.
Master Services Agreement
Supplier/Buyer Service Form
Step 6: Finalize and Agree
1. Once all fields are filled, you will be guided to the top of the page.
2. Click the “I agreeˮ button to legally bind your signature to the document.
3. This is the final step to complete the signing process.
You’re All Done!
Congratulations, you have successfully signed the agreement!
What happens next?
- You will automatically receive a confirmation email.
- This email contains a link to view and download the fully signed document (with all partiesʼ signatures) for your records.
Troubleshooting & Support
1. I didnʼt receive the agreement email or the access code.
Please check your email Spam or Junk folder for the agreement. For the access code, please check your WhatsApp.
if you still canʼt find wither, please inform your account manager or contact CrediBill Ops Team at billing@[Link] or
6018 282 2132 , and we will resend it.
2. I made a mistake.
As long as you have not clicked the final “I agreeˮ button. you can edit any field.
If you have already completed it, please contact your account manager or CrediBill Ops team for assistance.
3. Need help?
If you have any questions during the process, please contact your account manager or CrediBill Ops team directly.