E-signature

Send documents for legally-binding electronic signature - built in, no third party required.

Send a document

1. Go to E-Sign → New signature request.
2. Enter a title, the document (HTML or plain text), and one or more signers (name + email).
3. Click Create & place fields - you’ll land on the Prepare screen.

Place fields

On the Prepare screen, pick a signer and a field type (signature, initials, date, text), then click on the document to drop the field where you want it. Each signer gets their own color. Remove a field with its ×.

When the layout looks right, click Send for signature. Each signer is emailed their unique signing link.

Signing

Signers open their link (no account needed), review the document, fill any text/ date fields, type their name to adopt a signature, agree to the ESIGN/UETA consent, and click Adopt & sign.

Audit & completion

Every view and signature is recorded with timestamp and IP. When the last signer signs, the request is marked Completed with a tamper-evident SHA-256 hash over the document and signatures. The full audit trail is on the request’s detail page; you can Void a request before it completes.

Can’t find what you need? Return to the app or contact your administrator.