Signature Requests

A signature request collects electronic signatures on a contract.

New Signature Request. Optionally start from a template. Enter a title and a message. Choose the Signing Mode: Sequential (signers sign in order), Parallel (everyone at once), Single (one signer) or Hybrid. Attach the Contract Document as a PDF up to 20 MB or paste the contract text. Set Expires After in days. Add Participants with their full legal name, email, role, type (customer, contractor, vendor, witness, company or legal representative, internal user, or observer with no signature required) and signing order. Save as Draft or Save & Send Now.

Open a request to see its status, participants with viewed, signed or rejected times, the Certificate of Completion once issued, and the Audit Trail. A draft can be Sent to Participants or deleted; an active request can be Voided. Per participant, Send Reminder nudges a pending signer and Replace swaps in a different person.

Signatures in the sidebar lists requests across all spaces.