Skip to main content

How to Add and Use Signatures in CompanyCam

Getting Signatures for your documents in CompanyCam is easier than ever! Reduce your costs, workload, and the chance of misplaced documents!

Updated today

Before you start

  • Signatures is not available on Basic, Pro, or Premium. Upgrade your plan to Elite to take advantage of this feature.

  • Availability of this feature depends on your current plan and when you subscribed to CompanyCam. If you subscribed to the Signatures add-on before January 15, 2025, you may have access to this feature. Please reach out to our Support Team if you have questions!

  • Requesting Signatures is an account-level feature and is available to all permission levels.

  • To request a Signature, Documents must be uploaded to the Documents Tab as a PDF.

Please Note

The Signatures feature functionality works differently depending on whether you're working on a web browser or mobile app.

  • On the web, you'll create Signature Requests and send them via email.

  • In the app, you'll collect a Signature directly in the app without sending a request via email.

On the web

Request a Document Signature

  1. Log in to CompanyCam.

  2. Open a Project and click on the Documents Tab at the top.

  3. Select a Document or choose Add Document.

  4. Once you've added or selected a Document, click Request Signatures.

  5. Add the signer's name and email. You can click Add Another Signer to add multiple. Click the box next to Set Signer Order to move the order of the signers using the 6 dots to the left of their name.

  6. Click Next.

  7. Choose a Signature field or an Auto-fill field from the menu on the left. Then, use your cursor to place where you'd like their signature.

    *Switch between signers by clicking their name from the dropdown menu under Signer.*

  8. Click Next.

  9. Add any CC recipients, and add a subject line and message to your email. Click Send for Signature. The status will show on your Document as Signature Pending.

  10. Recipients will receive an email from [email protected] for them to review and sign your Document. Once all parties have signed, the stats will show on your Document as Signed.

    *If they do not see the email, have them check their Spam folder*

  11. Navigate to the page where you placed the Signature and or/auto-fill field, and you'll see their signature!

In the app

How to Add Document Signatures

  1. In the app, open a Project and tap on the Documents Tab.

  2. Open the PDF Document and then select Fill & Sign.

  3. Once the Signature editor is open, tap on Add Signature in the upper right corner.

  4. Add your Signature, then select Save Signature.

  5. Drag your signature to your preferred position and resize as needed. Once in the correct spot, select Place.

  6. After the signature is added, add additional Signatures as needed by repeating steps 3-5. Then select Save.

  7. Select Yes, I'm Done to complete the process.

How-to Video

Need some visuals? Check out our video on how to Collect Signatures below!

Did this answer your question?