Collecting signatures
Have a submitted form signed in person on your device, or send a signature line by email.
Once a form is submitted, it is ready for signatures. Open the form and look at its Signatures pane. Each signature line shows where it stands, and has the buttons to collect it.
Sign in person on this device
- Choose Sign here on the signature line.
- Hand the device to the signer. The screen shows only the document and the signature box.
- If there is a choice, they pick Who is signing. Someone signing on a client's behalf gives their name and can add their relationship, such as daughter or guardian.
- On an enforceable form, they tick that they agree to sign electronically and type their Full name.
- They draw their signature under Sign below and choose Sign.
After each signature, the next unsigned line on this device opens, or you return to the form. Choose Leave signing to stop.
signatures-sign-in-personThe Sign page for a "Client signature" line on an enforceable form, scrolled to the signing card. Sample data: a sample client's completed "Service Agreement"; "Someone on their behalf" chosen, with a sample name and relationship "Daughter" filled in and a signature drawn.Send a signature line by email
- Choose Send by email on the signature line.
- Under Send to, choose who is to sign. The list offers the people this line can go to, such as the client and their contacts for a client's line. Anyone without an email address on file is shown but can't be picked.
- Set how many days the link stays open, under Link open for (days).
- Choose Send.
The signer gets an email with a link, signs in their browser, and then gets a link to their own copy. The email names your agency and the form, and nothing about the client.
While you wait, the line shows the signer's address and whether the email was delivered. Use the buttons on the line to send it again with a new link, or to withdraw the request so its link stops working.
Signature statuses
- Not asked: nobody has been asked to sign yet.
- Waiting: sent, not yet opened.
- Opened, not signed: the signer opened the link but has not signed.
- Signed: done.
- Declined: the signer refused, with their reason.
- Withdrawn: the request was cancelled.
When every required signature is in, the form is Completed. Until then it shows as Awaiting signatures. It can't be marked completed while a required signature is missing.
If a form is Unverified
An enforceable form signed on a device without a connection is checked when it reaches the office. If it does not match its answers, it is marked Unverified. It is kept as it was signed, but it can't complete until you choose Draw again and collect the signatures again.