Requesting e-Signatures

Method 1: Sending a One-Off E-Signature

Use this method for standalone documents like ACH forms that aren't tied to an ongoing project.

🟩 Start the Request

Click the Send E-Signature button from the main navigation. This will open the e-signature setup flow.

Click on Create New Request.

1. In the window that opens, drag and drop your document into the upload area. You can add multiple documents if needed. After upload, there is a button to Add more files.

2. Enter the Name of the signer (optional).
3. Enter the Email for the signer.
4. You can Delete any added signer as needed prior to continuing.
5. Click + New Recipient to add an additional signer to the request, then fill in the information from 2-3.
6. Click Next when you are ready to progress.

✍️ Place Signature Fields

On the next screen, click anywhere on the document to place fields. Fields will auto-populate as you click. For each field, you can select which recipient it belongs to.

Available field types include:

🖋️ Signature

1. Click Signature to select it as the active placement.

2. Click on the document to place the signature. A field appears below with additional options. You can click the field to reopen it later.
3. Click the drop-down arrow next to the currently assigned Contact's name to change it.
4. Check this box to mark the as "Required".
5. Click Delete to remove the field.

🔤 Initials

1. Click Initials to select it as the active placement.

2. Click on the document to place the initials. A field appears below with additional options. You can click the field to reopen it later. A green circle handle at the bottom-right lets you resize the field by clicking and dragging.
3. Click the drop-down arrow next to the current assigned Contact's name to change it.
4. Check this box to mark the field as "Required".
5. Click Delete to remove the field.

🗳️ TextField

1. Click TextField to select it as the active placement.

2. Click on the document to place the text field. A field appears below with additional options. You can click the field to reopen it later. A green circle handle at the bottom-right lets you resize the field by clicking and dragging.
3. Click the drop-down arrow next to the current assigned Contact's name to change it.
4. Check this box to mark the field as "Required".
5. Click Delete to remove the field.
6. Checking Fixed Width will force text to wrap when it reaches the right edge of the field, adding new lines below.
7. The Label field displays placeholder text for the signer if included.
8. Click to open the Validation drop-down if you want to restrict the type of text to any of the following:
   • None
   • Numbers Only
   • Letters Only
   • Email Address
   • US Phone Number
   • US Zip Code
   • US SSN
   • US Age
   • Letter and Numbers Only
   • US Bank Routing Number
   • US Bank Account Number

🔽 Dropdown

1. Click Dropdown to select it as the active placement.

2. Click on the document to place the Dropdown field. A field appears below with additional options. You can click the field to reopen it later. A green circle handle at the bottom-right lets you resize the field by clicking and dragging.
3. Click the drop-down arrow next to the current assigned Contact's name to change it.
4. Check this box to mark the field as "Required".
5. Click Delete to remove the field.
6. The Options area allows the user to generate and edit the drop-down selections.
   1. Enter text into each Option text box to create a selection for the signer.
   2. Click the gray X symbol to the right to remove it. 
   3. Click the Add option button to add another item.
   4. Click Edit multiple options to convert it to a text box. Each line is a new Option for the Dropdown field. This is perfect for copying and pasting answers!
   5. Click Add "Other" to generate a static "Other" option for your drop-down list.
7. The Label field displays placeholder text for the signer if included.
8. The Default option can be selected to fill the drop-down with a generated option for the Contact. This can be changed by the signer.

✅ Checkbox

1. Click CheckBox to select it as the active placement.

2. Click on the document to place the CheckBox field. A field appears below with additional options. You can click the field to reopen it later. The plus sign button lets you generate additional linked checkboxes.
   1. Generating an additional checkbox changes the standard items. You can make the entire group required, delete a single checkbox, or remove the entire group.
   2. Selection requirements allow you to direct the selections the signer can make. You can have the signer select At Least, At Most, Exactly, or a custom range for the number of checkboxes in the group.
   3. You can create a Group name for reference or for use with integrations.
   4. You can create Field names for reference or for use with integrations.
3. Click the drop-down arrow next to the current assigned Contact's name to change it.
4. Check this box to mark the field as "Required".
5. Click Delete to remove the field.

📅 DateField

1. Click DateField to select it as the active placement.

2. Click on the document to place the date. A field appears below with additional options. You can click the field to reopen it later.
3. Click the drop-down arrow next to the current assigned Contact's name to change it.
4. Check this box to mark the field as "Required".
5. Click Delete to remove the field.
6. Check the box for Lock to Signing Date to have the field fill in when the signer completes the document.
7. Click the Date Format drop-down to adjust how the date is displayed.

🔒 Choose your authentication level

Before sending, select an authentication method in Require Authentication to eSign.

• None – no additional verification required
• One-Time Passcode (OTP) – sends a text message code to the signer's email.
• Knowledge-Based Authentication (KBA) – the signer answers questions based on their credit report; meets IRS requirements for forms like 8879s
• Both OTP and KBA – maximum security, though this may create a more difficult experience for clients

📧 Save and send

You have two options:

• Save – Saves the request so you can compose and manually send a custom email.
• Save and Send – Immediately sends an automated email to the recipient(s)

Method 2: Adding an E-Signature to an Existing Project

Use this method when you're already communicating with a client in a project and want to keep everything in one place.

1. Open the existing project.

2. Click New to open the drop-down.

3. Click Request E-Signature. This will open the request. You can start at Step 3 in the steps above to build the document.

Tracking E-Signatures

You can monitor the status of all e-signature requests from the E-Signatures tab. Use filters to track specific document types, such as 8879s that still need to be collected or filed.

• Filter by eSign or Engagement Letters to narrow down the report.
• Click the Statuses drop-down to filter by a specific status.
  • Filter by Draft to see requests that have not been sent.
  • Filter by Sent to see requests that are still pending
  • Filter by Completed to see requests that have been signed
  • Filter by Filed to see items the firm has marked as Filed.
    • After an e-Signature request has been signed by all parties, the status changes to Completed, and the firm can click the status drop-down to change it to Filed as needed.
  • Filter by Expired to see inactive e-Signature requests.
  • Filter by Error to see any items that did not complete due to an error.

Beyond the filter, you can see the results below:

1. The E-Signature Request Name field specifies the name of the document being sent for signature.
2. If the request was tied to a Project, it will display here. You can click the link to go directly to the Project.
3. The Status column will display the current step the document is in.
   1. Draft is awaiting completion from the firm.
   2. Sent means that it has been delivered to the client.
   3. Completed means that it is has been signed by all parties.
   4. Filed is a manual status placed on the document after it has been completed, showing that the firm has finished with the document.
   5. Expired means that the document is no longer available for the client to sign and, if needed, must be resent.
   6. Error means that there was an issue processing the document and it will need to be uploaded and processed again. If an issue persists, please contact Support.
4. The Signatures column outlines how many signers have completed their signatures/how many signers there are total on the document. This would look like 2/2 for a completed document, 1/2 for a partially signed one, and 0/2 if no action has been taken. A progress bar on the right shows the total completion of the signature request.
5. You can review the activity on the document as well via Last Updated to see when the last action was taken on the request.
6. You can click the 🗑️Delete button to remove a signature document. If it is complete, you can click the Archive button to move the signature document to the Archive so it no longer appears on the active list.