Send a document for signing

You can start a Document Sign request two ways: as a Quick Action for a one-off request, or as a Document Sign action inside a full case. Both use the same signing screen.

1. Either open Quick Actions and choose the Document Sign action type, or open a case and start its Document Sign action.
2. Add or select the participants who need to sign.
3. Select Load PDF and choose the document.
4. Drag each participant from the side list onto the document to place a signature area for them — you can place more than one per participant, and across multiple pages.
5. Once at least one signature area is placed, the send button becomes active. Select it to send the signing request — participants are emailed a link to sign.

Tracking progress

Open the action to see status text like “3 of 5 participants have signed.” If someone hasn’t signed yet, use Send Signature Reminders to re-notify everyone who hasn’t completed signing.

Signers can sign by drawing their signature, or with a local digital certificate, depending on what’s enabled for your organization. Once everyone has signed, the action is marked Completed, the signed document is attached to the case, and an audit trail record is kept as evidence — see What is a Case?.