Signature Requests let you send a File to one or more people for an e-signature, right from a Project. Use them to get proposals, contracts, and work orders signed without printing, scanning, or chasing down paperwork. Need to add your own signature to a File instead of sending it out? See Adding a Signature to a File with Fill & Sign.
This feature is available on select plans. This feature is only available on the web app.
Requesting a Signature
Open a Project, click the Documents Tab.
Select the File you want signed.
Click Request Signatures.
Enter the signer's name and email. Click Add Another Signer to include more than one signer. To set a signing order, check Set Signer Order, then drag signers into place using the six dots to the left of their name.
Click Next.
Choose a Signature or Auto-fill field from the menu on the left, then click the document where you want that field to appear. If you're placing fields for more than one signer, switch between them using the Signer dropdown.
Click Next.
Add any CC recipients, write a subject line and message, then click Send for Signature. The File's status changes to Signature Pending.
Each signer gets an email to review and sign the File. If they don't see it, have them check their spam folder.
Once everyone has signed, the File's status changes to Signed. Open the page where you placed the signature or auto-fill field to see it.
FAQs
Can more than one person sign the same File?
Can more than one person sign the same File?
More than one person can sign the same File. Click Add Another Signer when setting up your request, and check Set Signer Order if they need to sign in a specific order.
What happens if a signer doesn't get the email?
What happens if a signer doesn't get the email?
If a signer doesn't see the email in their inbox, have them check their spam folder first.
How do I know if a File has been signed?
How do I know if a File has been signed?
A File's status shows Signature Pending after you send a request, and changes to Signed once every signer has completed it.
💡 Need more help?
Contact our Support team — we're here Monday through Friday.
The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.