Use Signing Requests to Streamline Approvals
Users can create signing requests to internal or external parties within Capcade directly from a data room. A custom text field can also be added to the request that requires the individual to specify date, location, job title etc.
Creating a signing request
Navigate to relevant data room and locate the file you would like to request a signature for
Right click or click on the action button (•••) in the data room top navigation bar
Alternatively you can click on the file name to open the file up in the in-platform file viewer
Click "Request signature"
Give the request a name and description (the latter is optional)
Assign at least one signatory - this can include yourself - from a list of internal colleagues and/or external users you are connected to on the Capcade platform
Click "Next"
You will then need to select areas on the document where you want individuals to sign and/or write text for each individual
First, select a signatory from the dropdown menu
Click on the "Signature" option to create a markup area on the document and then move it to the desired location for the signature
Click on the "Text" option to create a markup area on the document for text, and then move it to the desired location
You can add as many signature and/or text blocks as needed for the individual, by clicking on the respective buttons - simply move them to the desired location each time
Repeat the above for each individual
Click "Create"
The individuals will receive both an email notification, and an in-app notification if they are Capcade users, informing them that they need to sign a document. The below is an example of the email received.
Signing a document
When requested to sign a document on Capcade the requested signatory will get an email alert (shown in the previous section above), as well as an in-app notification if they are a Capcade user
Clicking on the link from either source will take you directly to the signing request page
Alternatively, you can see any outstanding signing requests on the "Signed docs" page, accessed from the left hand navigation pane of Capcade
Click "Sign"
Click on the "Signature" button on the right hand pane, which will take you to where you need to sign - you will see a "Sign here" block marked on the page
You can now draw or type your signature with red, blue or black ink, or you can upload your signature
Repeat the process with any other signatures or text fields that need completing - each component will receive a tick once completed in the right hand pane
Click "FINISH" when you are done
You will be prompted to confirm that you are finished, as you cannot revoke your signature once the document has been signed
The other parties of the signature request will be notified you have completed your section. When all signatories are gathered the you will be alerted and you can download the completed document.
To learn more about document management, visit the collection of articles in our help guide.