E-Sign

Prepare a signing document from a client, person or job, choose existing contacts as signers, and track the same document through completion.

Start from the right record

Choose Request signature in a person's Documents tab, a client's documents or a job. The draft keeps these record links even if a contact's email changes. You can also start from the Library with New E-Sign Document.

Choose a PDF or template

Choose an existing PDF from the linked client or candidate, upload a PDF, or reuse a saved layout. Existing files are copied into a new draft; the original attachment stays unchanged. Templates keep fields, conditions and signer roles, but do not reuse a previous customer's name, email or signature. Select a recipient for each role before sending.

Select signers and place fields

Use Find existing contact to fill a signer's name and email, or enter an external signer manually. Select a role to update its recipient. Place signature, initials, date and other fields, and assign each to the intended signer. Drafts can retain incomplete roles; the review shows what still needs attention.

Review before sending

Check the PDF, linked records, recipients, field assignments, message and signing order. Saving a draft does not send it. Changes after review require a fresh review, so an earlier screen cannot send outdated recipient details.

Signing order and your own signature

Signers with the same order can sign together. Later groups wait until earlier signers finish. Use Add Myself for your part and Sign my part on the document when your turn is available. Review and complete your own signature; preparing a document does not sign it for you.

Track invitations separately from signatures

The document shows its signing state and each recipient's invitation state. Accepted means the email transport accepted the invitation; it does not prove arrival or reading. An uncertain result is not automatically sent again. A reminder checks signing order and may require acknowledgement that the earlier invitation could already have arrived.

Completed files and corrections

Completed documents retain the signed PDF, audit certificate and integrity hash. Open them from the linked record or Library; access remains limited to the document owner. Revise an issued document to void the old links and prepare a new linked draft, then review and send again. Existing signed evidence is not rewritten when CRM details change.

Use an AI assistant

MCP tools can list templates, prepare or edit drafts, preview a review, send explicitly approved requests, issue reminders and retrieve an authenticated download link. Reading, editing and sending have separate permissions. A request to prepare a draft never authorises sending or signing.

E-sign is available on Pro and Scale plans.