NOTE - E-Signature is only available to users on the Scale and Elite plans - click here to upgrade.
How to send document for signing
Add the E-Signature widget.
Upload the document for signing.
Click on Signature button from the options on the right-hand side of the widget.
Place the Signature Field where you want them to sign.
Click on Submit.
Put the recipient's email address in the First Party field and then click Submit.
After clicking submit, an email will be sent to the recipient for verification. Once done with verification, they can sign the document.
After the document has been signed, you can find it in the Contracts Dashboard, where you can preview it instantly or download a copy, along with contracts sent by other members of your brand, so every related contract lives in one place. For a full walkthrough, see the Contracts Dashboard article.
Once a contract is completed, the signed document also appears directly in the E-Signature widget inside the Pod, so viewers can open it there without leaving the Pod. While signing is still in progress, brand members see the live signing status in the widget, rather than a locked or "unauthorised" state.
Letting all Pod viewers see the contract
By default, the contract and its signed documents are visible to the people involved in signing. If you’d like everyone to see them, editors can turn on “Allow all Pod viewers to view the contract”. When enabled, any Pod viewer — including non-signees and anonymous viewers — can see the contract status and the signed documents.
A note on signing longer documents: clicking a field no longer scrolls the Pod back to the top, and the signature controls are easier to find, which makes signing long documents much smoother.
How to sign a document using E-Signature
1. Open your email request and click Sign Document.
2. You will be routed to the pod. Look for the E-Signature Widget which shows "Verification Required". Type your email and then click Send Verification Email.
3. You will receive a second email confirming the verification. Click Open Pod.
4. You will be routed back to the pod. Go back to the E-Signature widget and look for the field and put your signature.
5. Click on Sign And Complete.
6. Once done, you will see a confirmation message "Document has been signed!"
FAQ about E-Signature widget
Can I add multiple signatories in E-Signature widget?
Yes, you can add a Second Party, Third Party, etc and assign them as your signatories.
How would I know if my customer has signed the document?
You will receive an email confirmation once the document has been signed.
Where can I see the signed documents?
You can find it in the Contracts Dashboard (Content > E-Signature > Contracts Dashboard). From there, you can preview the document directly or download a copy. The dashboard also shows contracts sent by other members of your brand, so you can see every related contract in one place — see our Contracts Dashboard article for details. The signed document also appears in the E-Signature widget in the Pod once the contract is completed.
