Skip to main content

Requesting signatures for a document

How to request signatures for a document through the mobile app.

To get started, navigate to the menu on the top left hand side of your device and select 'Documents'.

Then find the document you would like to request signatures for.

You will then see a 'Request Signature' tab for that document. Select the tab and you will then see the contacts list drop down. This will display a list of all users, categorised by department.

Check the box next to the users name if you want to include them in this request.

Once you have selected all required users, click the 'Assign' button and that will send off an action for signature.

Did this answer your question?