Pro: E-signing

This guide applies to Pro versions of Heatpunk 

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

 

 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.  

 

 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.  

 

 

 This will open an email menu that contains a link for signing the document. You can  edit the email as required , 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: 

 

 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. 

 

 

 ​ Still Need Help? / Want to know more? 

 

 

 Related FAQs:  Check out our  Pro and Enterprise FAQs  for answers to common questions 

 Further guides : Take a look at our  Pro help guides  and  Reports, document storage and emails help guides 

 Live training:   Book onto a live demo session  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.