eSignature and approvals: packages, expiry and audit trail

An eSignature package is one or more PDFs sent to clients to sign in the portal.

Send a document for signature

1. Open the job’s Tasks tab and press Add eSignature Request.

2. In Prepare eSignature Package:

   • Choose the Document (PDF) and a Package name.
   • Add recipient for each person, as Signer or CC. Recipients must already have portal access to the client.
   • Choose the Send Order: All at once or In sequence.
   • Write a Message and choose Expires after (days): 30 by default.

3. Press Send. The client finds it under Signatures and on Home.

What the client sees when signing.

Track every package

Settings > eSignature and Approvals lists every package, with All, Sent, Completed and Voided tabs, who it is from, who has signed, and when it expires.

Settings > eSignature and Approvals.

Open a package to see its recipients, each signature with the time and IP address, and the full Audit Trail. Download Document gets the original; Download Signed Document gets the signed copy once everyone has signed. The signed copy is also filed on the job and shared with the client by itself.

Void a package

Press Void Package. Recipients can no longer open or sign it; signatures already collected stay in its audit trail.

Expiry defaults

Expiry defaults sets the default expiry and the limit for each type: eSignature 30 days (up to 90), Approval 14 days (up to 60).

Not available yet

Recipients are not emailed about a package and get no reminders: they find it in the portal. Signature fields cannot be placed on pages, and packages cannot be resent or extended.