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Document Signing Guide

This guide will walk you through the process of using the Document Signing feature, including creating templates, requesting signatures, and managing your documents. Note: Document Signing is an addon feature and costs an additional $20 per month to enable for your organization. It includes an unlimited amount of signatures and templates.

Overview​

The Document Signing feature allows you to:

  • Upload or select a document template (PDF)
  • Define who needs to sign and in what order
  • Drag and drop signature and form fields onto the document
  • Send signature requests to client's entities or organization members
  • Track the status of each request and download signed documents or audit logs
Use again

Document templates can be reused for future sign requests, saving you time.

1. Accessing Document Signing​

Navigate to the Documents section from your dashboard. You will see two tabs:

  • Sign Requests: Track and manage all signature requests
  • Templates: Manage reusable document templates

2. Creating a New Sign Request​

  1. Click Add New button in the top right area of the Documents section.
  2. The Document Signing Builder will open, guiding you through three steps:

Step 1: Upload or Select a Document​

  • Upload: Drag and drop a PDF file or click to select one from your computer.
  • Select Existing: Choose a previously uploaded template (if available).
  • Indicate if you want to reuse this document as a template for future requests.

Step 2: Who & When​

  • Enter a name for the sign request.
  • Set a due date for when signatures are required.
  • Select the client (and optionally, a related loan or rental).
  • Add signers:
    • Choose between an Entity (e.g., client contact) or Organization Signer (business member).
    • For each signer, specify if they should receive notifications via email and/or SMS (requires contact info).
    • Add multiple signers and set their signing order.

Step 3: Drag & Drop Builder​

  • Use the drag-and-drop interface to place signature, initials, date, text, and other fields onto the document for each signer.
  • Assign fields to specific signers as needed.

3. Sending the Request​

  • Once all fields are placed, click Send for Signature.
  • The system will send notifications to each signer (based on your selections).
  • You will be redirected to the Sign Requests tab to track progress.

4. Tracking and Managing Requests​

  • In the Sign Requests tab, you can:
    • View the status of each request (Draft, Requested, Completed, Expired, Canceled)
    • See signer details, their completion status and their magic signing code
    • Edit or delete drafts
    • Cancel active requests
    • Download the signed document or audit log after completion
    • Send reminders to signers

5. Managing Templates​

  • In the Templates tab, you can view all reusable document templates.
  • Templates can be used to quickly start new sign requests without re-uploading the same document.

Tips & Best Practices​

  • Use templates for documents you send frequently (e.g., standard contracts).
  • Assign fields to the correct signer to avoid confusion.
  • Set due dates to encourage timely completion.
  • Check signer contact info to ensure notifications are delivered.
  • Download audit logs for compliance and record-keeping.

Troubleshooting​

  • If you cannot enable Document Signing, check your billing/add-ons or contact your administrator.
  • If a signer does not receive an email or SMS, verify their contact details.
  • For technical issues, contact support.

FAQ​

Q: Can I reuse a document for multiple sign requests? A: Yes, by saving it as a template during upload.

Q: Can I add more signers after sending a request? A: No, you must cancel the existing one and create a new request if the signer list changes after sending.

Q: What file types are supported? A: Only PDF files are supported for document signing.