# Pro: E-signing

<p class="callout info">This guide applies to **Pro** versions of Heatpunk</p>

The e-signing functionality makes it quick and easy to get important documents signed by your team or customer.

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## E-signing a document

In Heatpunk you have the option to send documents for e-signing via email or to e-sign within the document.

### **[![simplescreenrecorder-2025-11-17_11.17.00-ezgif.com-video-to-gif-converter.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/swZzXF6ufqjXgxuy-simplescreenrecorder-2025-11-17-11-17-00-ezgif-com-video-to-gif-converter.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/swZzXF6ufqjXgxuy-simplescreenrecorder-2025-11-17-11-17-00-ezgif-com-video-to-gif-converter.gif)**

## Send a document for e-signing by email

Navigate to the report you want to send for signing via the **Reports** drop-down in the main site navigation. **Click the send for signing button** in the bottom right corner outlined below.

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/scaled-1680-/sXdB0iRovrIFMr7S-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/sXdB0iRovrIFMr7S-image.png)

<div class="rich-media-item mediaSingleView-content-wrap image-center cc-1ufczrw" data-layout="center" data-node-type="mediaSingle" data-renderer-start-pos="666" data-width="250" data-width-type="pixel" id="bkmrk--3"></div>This will open an email menu that contains a link for signing the document. You can [edit the email as required](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-sending-emails-from-heatpunk#bkmrk-editing-and-sending-), adding any additional attachments, and then click **Send**.

The recipient will receive the email which will include a link for them to review and sign the document. Once they have signed the document, you will receive an email notifying you that the document has been signed.

## E-signing within a document

You also have the option to e-sign from within the documents. Select the icon outlined below to navigate directly to the next e-signing location:

![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/scaled-1680-/gHkAPGe2I3KUNYFC-image.png)

Then click where it says sign and e-sign 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. On the right side bar it will then say **Multiple versions available** with a date below it. The signed version of the document can be loaded by selecting the date version you want to view.

[![image.png](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/scaled-1680-/mKOlCJ5Cp5r3zy35-image.png)](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/mKOlCJ5Cp5r3zy35-image.png)

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## <span class="corp-icon material-symbols-rounded icon-support mceNonEditable" style="user-select: none;">​</span>Still Need Help? / Want to know more?


- **Related FAQs:** Check out our [Pro and Enterprise FAQs](https://help.heatpunk.co.uk/books/faqs/chapter/pro-and-enterprise) for answers to common questions
- **Further guides**: Take a look at our [Pro help guides](https://help.heatpunk.co.uk/books/getting-started-with-pro) and [Reports, document storage and emails help guides](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails)
- **Live training:** [Book onto a live demo session](https://cal.com/midsummer-energy/heatpunk-pro) to see this feature in action

**Contact Support:** If you've got further questions, get in touch with our support team at **help@heatpunk.co.uk** (UK) or **help@heatpunk.ie** (IE). *If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.*