Before you start
Plan Requirements
This feature is available on select plans. If you’re interested in access, our team can help walk you through your options.
Permission Roles
Requesting Signatures is an account-level feature and is available to all permission levels.
Platform Availability
Requesting Signatures is only available on the web app.
Adding Signatures directly to a File is available on both the web and mobile apps.
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 File Signature
Log in to CompanyCam.
Open a Project and click on the Files Tab at the top.
Select a File or choose + Add Files.
Once you've added or selected a File, click Request Signatures.
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.
Click Next.
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.*
Click Next.
Add any CC recipients, and add a subject line and message to your email. Click Send for Signature. The status will show on your File as Signature Pending.
Recipients will receive an email from [email protected] for them to review and sign your File. Once all parties have signed, the stats will show on your File as Signed.
*If they do not see the email, have them check their Spam folder*
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 File Signatures
In the app, open a Project and tap on the Documents Tab.
Navigate to the Files section.
Open the PDF File and then select Fill & Sign.
Tap the Editor Icon to mark up your File.
Select the Text Icon to add text or the Signatures Icon to add a Signature.
Draw your signature, upload it as an image, or type it out. Once completed, select Add.
Drag your signature to your preferred position and resize as needed. Add additional signatures if necessary by repeating steps 4-5. Once all text and signatures are added to your File, select Save.
Select Yes, I'm Done to complete the process.
