Send a document to be signed and watch its status until it is complete.
By the end you will have a signed document stored against the client.
1. Open the document — Go to Documents, open the proposal or contract you want signed.
2. Request signature — Choose Request signature. Add the signer name and email; the client contact fills in.
3. Place the fields — Mark where the signature, name and date go on the page.
4. Send the request — The signer gets a secure link. It opens in the browser with no account needed.
5. Track it — Watch Signatures for Sent, Viewed and Signed. When it is done, the signed copy is stored on the document.
Nothing happens when I click Place fields — The signer email must be set first. Add the signer, then place fields.
The signer says the link expired — Signature links expire for safety. Resend the request to issue a fresh link.