How do I send something for e-signature and track it?

Send a proposal, contract, or any other design, page, note, or PDF for e-signature. Your client signs in their browser, and you keep a sealed signed copy.

Before you start

You need the Core plan or the Growth plan, and edit access to what you’re sending.

Send a request

1. Choose what to sign. In your Library, open the menu on the design, page, note, or PDF, and choose Request signature. You can also choose it from the menu of a page, note, or PDF you have open.
2. Add who signs. Under Who signs, enter each recipient’s Name and Email and what they Signs as, then select Add recipient for anyone else.
3. Place the fields. Under Fields, choose a recipient, add fields such as Signature and Date signed, and drag each into place on the document.
4. Add a copy and a note. Under Send a copy to, add anyone who should get the signed copy. Under Email, add a Note in the email and choose when it Expires after.
5. Review and send. Select Review and send, check the summary, and select Send to your signers.

Everyone signs at once unless you turn on Set an order and give each recipient a Signing order. Turn off Must sign for someone whose signature is optional.

The fields you can add are Signature, Initials, Name, Date signed, Text, and Checkbox.

Track a request

Open Business Center from the rail and select Signatures. The tabs Waiting, Signed, Drafts, and Closed sort your requests. Open one to see Who signs, each person’s status, and its Activity.

From a request’s page:

• Select Remind to email everyone who hasn’t signed. Each person gets one reminder a day at most.
• Select More, then Replace with a new version to send changes. The earlier request can no longer be signed.
• Select More, then Void request to cancel it.
• When everyone has signed, select Download signed copy.

A client’s requests also show on their page in People.

If something goes wrong

• You see E-signatures are on the Core plan. Move to the Core plan or the Growth plan. See What is included in each plan?
• You don’t see Request signature. It’s offered for designs, pages, notes, and PDFs you can edit. Other files can’t be signed.
• Review and send is greyed out. The hint beside it says what’s missing, such as a recipient’s email or a field.
• You see The content changed since this page opened. Review again to use the latest version.
• A signer’s email was wrong. Open the request and send them a new link to the right address.

To see the signing page your client gets, read What does my client see when they sign, and how is a signed copy verified?