Request a signature

Signatures sends a document out for sign-off and tracks it to the end. You upload a file, mark where each person signs, assign the boxes to a signer role, and send. Each signer receives a private link and signs in the browser, on any device, with no account. With more than one signer there is no fixed order: everyone signs through their own link, and the request completes on its own the moment the last signer finishes.

Prepare the document

1. Open Signatures and click New.
2. Upload the document you need signed, such as a PDF.
3. Drag a Signature box onto each spot where someone signs.
4. Add Text boxes for typed details like a name or a date, and Check boxes for anything a signer ticks.

Assign every box to a signer role. Each workspace starts with two roles, Customer and Employee. A box tied to a role is only filled by the signer who holds that role, so the right person completes the right field. Place a box for every spot a signer must fill.

Send to signers

Add one signer or several. Enter each person's name and email, and match them to a role. Send the request, and every signer gets an email with their own private link.

Signers open the link on a phone, tablet, or computer and fill in the boxes for their role. They need no account and nothing to install. Because there is no set order, they can sign in any sequence, and the document is done only once everyone has signed.

Track progress

Open the request to watch its status. You see who has signed and who is still out. There is no automatic reminder, so follow up with any outstanding signer yourself by email.

If a signer says the email never arrived, open the request, copy that signer's private signing link, and send it to them directly. Treat the link like a key: anyone who holds it can sign as that signer, so send it only to the person it belongs to.

Cancel a request

Cancel a request you no longer need. Cancelling is final: a cancelled request can't be reopened or re-sent. If the document or the signers change, create a new request instead.

Related

• Signatures overview
• Templates & validity
• Store the signed file in Documents.
• Clients view their signed documents in the client portal.