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
This will open thean sendemail menu that contains a link for signing modal.the Your customers email will autopopulate (provided you have included this in your project) and you will automatically be Cc'd.document. You can edit the email as you’drequired, likeadding 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
Signinghave a document
When viewing a document that requires e-signing,signed 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 anddocument, you will receive an email confirmingnotifying you that the recipientdocument has signedbeen 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. TheOn 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. 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. view:
