Send a signing request
- On the Signing tab, click New Signing Request.
- Enter a Document Title and pick the Document (PDF).
- Under Fields on the Document, click Place fields and drop in Signature, Initials, Full Name, Date Signed, Text or Checkbox fields, or Initials on every page. Tick the box to save the fields to the file so next time they're already there.
- Write a Message to Signer(s) and pick the Recipient from your customers or leads.
- Under Link to, pick the job and invoice, so the signed copy is kept with them.
- To add more people, click Add another signer and choose Co-signer or Shop representative. Then choose the Signing Order: Everyone at once, or One after another, in this order, where each person is emailed once the one before has signed.
- Choose when it Expires In and click Create & Send.
What the signer sees
They open the link, click through each "Sign here" box with Next field, then click Confirm and Sign, tick the consent box and click Sign Document. They can also Decline to Sign. Afterwards they can download their signed copy and a certificate of completion, and a copy is emailed to them.
Track and follow up
The Signing tab lists every request with its status: Draft, Sent, Viewed, Partially Signed, Completed, Declined, Voided or Expired. While it's waiting, use the row's menu for Send Reminder, Resend or Void Request. Click a request to resend it by email or text, copy the signing link, or see its history.
Where the signed copy goes
When everyone has signed, the signed PDF and its certificate are saved in Signed Documents, in a folder for the job. They also show on the job, the invoice and the customer's Documents tab.
For a form you get signed on every job, put it in Signatory Documents. It then shows on each job under Signatures Required, ready to Sign Now in person or Send.