Add e-signature fields to a document when you require multiple parties to sign.
When creating a new Invite, you can request multiple clients to sign the same document. These signatures are digitally certified and legally binding.
Note: Adding e-signatures is available on the Pro and Team plans. Find out more about the different FileInvite plans.
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In this guide:
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Request multiple signatures for a document
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Your client's experience
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1. In the FileInvite app, click Create New Invite
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Learn how to create and send an invite
Note: Ensure that all parties that have to sign the document have been added to the Invite.
2. Create a request and upload the document you want signed
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3. Click the signature button to add a signature request
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4. To open the signature editor, select Together when prompted
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5. Click the Recipients drop down to select the contact you'll like to assign the fields.
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Note: Keep in mind, all contacts in the form, will need to have a field assgned.
6. 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. Click and drag the bottom right-hand corner of a field to resize it.
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7. Click Save to confirm
Your document will now show all parties that need to sign the documents
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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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Once they open the document, they will be able to see where they need to sign, and who else needs to sign the document
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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
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Once they click Sign, the client will be 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.
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