E-signing
The e-signing functionality makes it quick and easy to get important documents signed by your team or customer.
Send a document for e-signing by email
Signing a document
When viewing a document that requires e-signing, the customer (or your team members) can click the signature field and then enter their name, the date, and their signature. They must tick the box to indicate they agree to the contents of the document.
After the document is signed via the link, the recipient will receive an email with the signed document attached and you will receive an email confirming that the recipient has signed the document.
View a signed document
To view the signed version of the document, navigate to the document via the reports drop-down in the main navigation. The signed version of the document can be loaded by selecting the version you want to view. If you expect the see the signed document but cannot see a signature, check the right hand menu for a message saying there are multiple versions of this document and ensure you are viewing the signed document.