Sending a document for signature

With the e-signature add-on you can send a customer a document to read and sign online, such as a service agreement or an authorization to charge their card or bank account.

1. Open Documents on your account and choose Send a document, or choose Send for signature on a customer or an invoice.
2. Pick the document, check the signer's name and email, and add a mobile number if you want them to confirm with a texted code.
3. Choose Send. The signer gets an email with a link.

The signer reads the document, agrees to use electronic signatures, types their name and ticks a box to agree. Drawing a signature is optional. Both of you can then download a signed PDF that includes a certificate page with the time, the signer's address and a fingerprint of the exact text they saw.

Open a document in the list to see its timeline, send a new link, withdraw it, or check the signed copy has not changed. Links expire after the number of days set on the document, and a reminder goes out if you set one.