Signing Requests

Overview

Signing requests let you send a document to a client contact for digital signature. The contact receives a unique link where they can sign by drawing or typing their signature. You can track the status of every request from the Signing Requests page, and a PDF certificate is generated once the document is signed.

The Signing Requests Page

Select Signing Requests in the sidebar. The page shows a table with the following columns:

• Document — the file name of the document sent for signing.
• Client — the client the request belongs to.
• Contact — the person who was asked to sign.
• Status — Pending, Viewed, Signed, Declined, or Cancelled.
• Sent By — the staff member who created the request.
• Created — when the request was sent.
• Signed — when the document was signed (blank until signed).

Signed requests appear dimmed. Cancelled requests appear dimmed with strikethrough text. If a contact declined and provided a reason, hover over the Declined badge to see the reason in a tooltip.

Searching and Filtering

Use the Search signing requests... box to filter by client name. Use the Status faceted filter to narrow results to a specific status. You can also set a date range to limit results by creation date.

Saved Views

Click the view selector to save the current column visibility, sort order, and filters as a named view. Views can be shared with your team and set as your default.

Viewing a Request

Click any row to open the signing request detail page, which shows the full request information, document details, and current status.

Sending a Document for Signing

Signing requests are created from a document's context menu on the Documents page or from a client's Documents tab.

1. 1Navigate to the Documents page or a client's Documents tab.
2. 2Right-click the document you want signed and select Send for Signing.
3. 3In the dialog, select the Contact who should sign the document. The dropdown lists all contacts belonging to the document's client.
4. 4

   Choose an Expiry Date by clicking one of the preset badges (1 week, 2 weeks, 30 days, 60 days, or No expiry) or by picking a specific date. The request link will expire after this date.

5. 5Optionally enter a Message to include in the signing request email.
6. 6Click Send for Signing or press ⌘+↵ to send the request.

Bulk Actions

Select rows using the checkboxes to reveal the bulk action bar:

• Cancel — cancels all selected pending or viewed requests.
• Delete — deletes all selected requests (hold Shift to skip the confirmation prompt).

What's Next?

• Client Signing — view signing requests from a client's detail page
• The Documents Page — browse and manage all documents
• Uploading Documents — upload a document before sending it for signing