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.
In this guide:
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Request multiple signatures for a document
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Your client's experience
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.
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.
7. Click Save to confirm
Your document will now show all parties that need to sign the documents
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
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 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.
