In this article
Before you start
Adding Signatures to your account is an add-on feature. Once added, this feature is company-wide.
Requesting Signatures is an account-level feature and is available to all permission levels
Signatures are not available on the Basic plan or if you're paying through the Apple App Store.
Request a Document Signature on the Web
Open a Project and click on the Documents tab at the top.
Select a Document or choose Add Document.
Once you've added or selected a Document, 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.
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.*
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.
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*
Navigate to the page where you placed the Signature and or/auto-fill field, and you'll see their signature!
Need some visuals? Check out our video on how to Collect Signatures linked below!
Collect Signatures in CompanyCam