When creating a new FileInvite, you can request that documents be signed by your client. These signatures are digitally certified and legally binding.

šŸ”’Note: Adding e-signatures are available on the Pro and Multi plans. Find out more about the different FileInvite plans.

In this guide:

  • Add an e-signature to a documentĀ 
  • Your client's experience

Add an e-signature to a documentĀ 

1. In the FileInvite app, click Create New Invite

Learn how to create and send an inviteĀ 


2. Create a request and upload the document you want signedĀ 

šŸ’”Tip: Save time creating file requests by loading an invite template.


3. Click the signature button to add a signature request


4. To open the signature editor, select Single when prompted

Learn more about adding signature requests for multiple clients


5. Select the information you would like to request, then click and drag the fields to your desired position on the document.

šŸ’”Tip: Ā You can place as many fields as desired, multiple times.
You can also click and drag the bottom right hand corner of a field to resize it.Ā 

6. Click Save to confirm changesĀ 


Your document will now read Signature is required ready for clients to sign

Your client's experience

In the Client Portal, your client will be able to see which documents require signatures.


They simply need to click either the Sign Here button, or click the Signature Placeholder for each signature area required


They will be able to sign by:

  • Drawing their signature
  • Typing their name
  • Uploading an image of their signature

Once they click Sign, the client will notified that this is a legally binding document.Ā 


šŸ“ Note: Your clients will receive a copy of any document they sign, along with a certificate of digital signature, which you can also review.

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