Streamline your approval workflows with Digital Signatures to send documents to third parties and receive verified signatures—providing secure proof of acceptance.
To get started with Digital Signatures, you will need to reach out to your CSM to get the feature added to your instance.
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
To use Digital Signature, users will need Manage permissions for the specific form.
Enable Digital Signatures
Once the Digital Signature feature has been added to your instance you can start implementing it in your form approval workflows. The Digital Signature will need to be enabled for the form in the Form Settings.
Follow these steps to get started:
Navigate to Company Settings > Modules > Forms.
Click on the Form Settings of your selected form.
Under Form Options, check the "Enable digital signatures" box.
Select the "# of digital signatures" you would like to have the form allow.
Click on Save when complete.
Send for Digital Signature
You're now ready to send the form to recipients or approvers for review and sign-off. Once the form is created, locate the "Send for Digital Signature" option in the form's PDF. A pop-up will appear, allowing you to select the Users or Contacts you’d like to send the document to for signing. The list will display the number of recipients based on the value set in the "# of Digital Signatures" field in the form settings.
To send the document to an approver for review, follow these steps:
Click on the Form's PDF.
Click on the "Send for Digital Signature" button.
In the pop-up, add the Users and Contacts who should receive and sign the document.
Select recipients by checking each relevant row and searching through your Users or Contacts.
Customize the email subject by clicking the + button to insert a Text Box, Today’s Date, or Current Month.
Add any details to the email Body using the text box.
When ready, click on "Send to Selected."
The document will be immediately emailed to the selected recipients. Both the document's creator and sender will receive notifications once recipients sign the document.
Adding your Signature
Recipients will receive an email containing a link to access and sign the document.
To begin, they should click the "Access Document" button in the email, which will open the document and the signing interface.
Once opened, they can use the "Sign Here" button to complete the signing process.
After signing and saving the document, they will receive a confirmation email with the signed document attached for download and keep for their records.