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In-App Guide: Launch an in-app guide to help Send an eSign Request by clicking here.
eSign requests allow you to add signature, initial, and date fields to documents stored in a client’s Files and send them for digital signature.
Table of Contents
Create an eSign Request
Open Clients and select a client.
Go to the Files tab.
Click the 3 dot icon on the right side of the file.
Select eSign request from the menu.
Eligible file types:
Microsoft Word
Microsoft Excel
CSV
PDF
Once the eSign editor opens, the left-side panel displays tools such as Signer Authentication and navigation tabs for Signers, Fields, and Settings.
Tip: Some forms require a handwritten signature. Confirm requirements before sending.
Add Signers
To add a contact or team member as a signer:
Click + Add signers.
Select signers from the list of related clients and team members.
Click Done to add the signer.
To add a custom signer:
Click + Add signers > + Create custom signer.
Add the signers:
First name
Last name
Email address
Click Done.
Custom signers receive a secure signing link by email and do not need a Client Portal account.
To remove a signer:
Click the 3 dot icon next to the signers name.
Select Remove signer.
Apply Templates (Updated UI)
You can apply templates directly to individual pages using the Template icon instead of selecting templates from the left panel.
To apply a template:
Scroll to the page where you want to apply a template.
Click the Template icon located in the upper-left corner of that page.
Choose the template you want to apply.
Assign the fields to team members, contacts, and others as needed.
Scroll to additional pages as needed and repeat.
To remove an applied eSign template, click the template icon again.
Tip:
Templates must match the document’s layout. If you apply a template designed for a different form type, the fields may not align correctly.
Review Settings
Verify the request title.
Add a due date (optional).
Add a reminder for the client (optional).
Customize the message that will be sent with the request.
When ready, click Send request.
If you are a signer on the request, you will be prompted to sign before the request is sent.
Tip:
If you need to make changes after sending—for example, adding a missing signer—archive the request from the Tasks List and recreate it with the correct details.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.