Request names, dates, and e-signatures directly in your documents
When creating a new FileInvite, you can request that documents be signed by your client. These signatures are digitally certified and legally binding.
Adding e-signatures are available on the Pro and Multi plans. Find out more about the different FileInvite plans.
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1. In the FileInvite app, click Create New Invite.
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2. Create a request and upload the document you want to be signed.
Tip: Save time creating file requests by loading an invite template.
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3. Click the Make Fillable button to add a signature request.
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4. To open the signature editor, select Single when prompted.
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5. Select the information you would like to request, then click and drag the fields to your desired position on the document.
Tip: 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.
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6. Click Save to confirm changes.
Your document will now read Edit live form, which means is ready for clients to sign.
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Your client's experience
In the Client Portal, your client will be able to see which documents require signatures.
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They simply need to click either the Sign Here button, or click the Signature Placeholder for each signature area required.
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They will be able to sign by:
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Drawing their signature
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Typing their name
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Uploading an image of their signature
Once they click Sign, the client will notified that this is a legally binding document.
Note: Your clients will receive a copy of any document they sign, along with a certificate of digital signature, which you can also review.