Digital Signature lets you send documents to other people so they can sign them electronically. You can track who has signed, who still needs to sign, and manage everything in one place. You can also prepare templates that include signature fields, so you don’t have to set them up each time.

This guide explains how to get started, send documents for signature, and use helpful features like signing groups.

Steps for sending and tracking signatures

Sending a document for Digital Signature
How to start a signature request from the application.
How recipients sign Digital Signature documents
What the recipient sees and how they complete the signature process.
Using the Digital Signature Dashboard
Track and manage all your documents in one place.
Understanding Digital Signature statuses
Explanation of the status labels that appear during the signing lifecycle.

Managing active requests

Make changes to in-progress signature requests when needed.

Reassigning a signer
Change the signer if the original recipient is unavailable or incorrect.
Canceling a signature
Stop a signature request that is no longer needed.
Sending reminders to signers
Manually remind recipients to complete their signature if it's still pending.

Preparing templates

If you use the same types of documents regularly, you can create templates with signature fields already added. This saves time when sending.

Automate Digital Signatures

Use workflows or the API to automatically generate and send documents for signature without manual steps.

Use the API to generate, send, and track Digital Signature documents from your own system or application.
Use Workflows to trigger signature requests.

Additional features

Using Signing Groups for flexible signing
Set up groups where any one member can complete the signature.
Accessing the Certificate of Completion
Download a certificate showing who signed the document and when.