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How to request a signature

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

Do you need someone's signature on a document? You can send that person a signature request to their mailbox.

Here's how to do it:

  • Go to your Doc

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  • Click on a document then click on Request signing.

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  • Drag the signature around your document and place it where you want the signature to be located. Then, click on Save and continue.

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  • Enter the information of the person who should sign the document.
    The required fields are the following:

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    • Click on Submit.

    • Afterward, an email is sent to the person with a link to sign the document. After clicking the link, they should follow the instructions to sign the document according to the selected signature level.

How do I know if the document has been signed?

While the document has not been signed yet, the following icon appears in the Signed column:

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As soon as the document is signed, you receive an email notification and the icon updates to a checkmark:

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You can also view the events that occurred on a document:

  • Click on it to open its details.

  • Click on the Events tab.

  • All the events related to the document will be listed.

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