Electronic Document Signing

File selection, signers, invitations, and statuses.

Last updated 20 days ago

If electronic signing is enabled in your organization, you will see a Document Signing tab on the document card. Before starting, open the Files section and verify that the correct final version is marked as the primary file.

On the signing tab, click Add Signatories. Select the file and add the required individuals. Verify their names, email addresses, or phone numbers. If the signing process requires a specific sequence, use sequential mode and arrange the individuals in the correct order.

Once the list is ready, click Start Signing. You can monitor the invitation and signing statuses on the card. If a recipient has not received the invitation, first check their contact details, then use the resend option if available.

You can cancel the ongoing process, but cancellation is not the same as removing a single signatory. Do not start a new process with a different file until you have checked the status of the previous one.

Upon receiving the signed document, verify that the file has been saved to the same card and matches the version that was sent. Details regarding signing service methods and pricing are available within the system itself.

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