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Using electronic signatures

Let clients sign agreements online in their portal instead of printing and scanning.

Turn on e-signatures

  1. 1Open Settings → Integrations.
  2. 2Find Electronic signatures and switch it on. Only workspace admins can do this.
E-signatures are included on the Professional and Enterprise plans.
Integrations settings

Ask for a signature

Clients assigned that template will see a Sign button next to the requirement in their portal.

  1. 1Open a template and select the requirement that needs signing, such as a subcontract agreement.
  2. 2Set Submission to Sign online instead of Upload file.
  3. 3Add instructions if you like, then save and publish the template.

How your client signs

  1. 1The client clicks Sign and reads the document.
  2. 2They draw or type their signature, then enter their name and title.
  3. 3They tick the consent box and submit.

What gets saved

  • A signed PDF with an audit certificate, stored with the client's documents.
  • The signer's name, title, consent, time and IP address, plus a fingerprint of the document.
  • The signed document arrives for review like any other upload.
Signatures meet US ESIGN/UETA and Canadian PIPEDA requirements for electronic records.
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