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.
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.
