E-signatures allow administrators to request secure signatures on documents from project participants — all without leaving the data room. It simplifies workflows, and supports compliance across transactions.
💡 Only administrators can send documents for signature. Signers will be automatically able to access a file if they are marked as a signer.
Availability
Only administrators can request signatures.
Only assigned signers can sign.
Not supported in the mobile version of the product.
💡 If a signer opens a link on their mobile, they’ll be prompted to open it in a desktop browser before being able to continue.
Sending a document for signature
Step 1: Open file and send for signature
Administrators can right-click a PDF-convertible document (PDF, DOC, DOCX, RTF, or TXT) and select Request signature.
💡 This option won’t appear if the document has redaction errors.
Step 2: Add signers
In the modal, select at least one active project participant to sign the document.
Click Continue to proceed.
💡 Signers do not need to be given access to the document to sign.
Step 3: Place signature fields
Use the drag-and-drop interface to assign at least one signature field per signer.
You can:
Add multiple fields per signer
Re-position fields
Edit or delete signers
Once done, click Send.
Step 4: Finalize request
You will have the option to add a file name and a message (up to 300 characters).
Click Send to create the request and you’ll be redirected to the Signatures page where a PDF copy of the file is stored there.
This activity is caught in the Activity log, with the full details of the request.
If you cannot see any signers or accidentally remove all signers, you will be prompted to Add signers in the right panel.
Click Add signers and add the participants required before continuing.
Signing a document
Only assigned signers can sign documents.
Step 1: Open the document
Signers can access documents needing their signature via the Signatures page or a notification email.
Step 2: Begin signing
Click Start at the top or click on a signature field to begin. Use Next to jump between fields.
Step 3: Add your signature
Draw your signature and click Add. Each signature includes your name and a timestamp. Your signature will auto-fill into remaining fields when you click on the signature fields.
Step 4: Finish
Once all fields are signed, click Finish at the top. You’ll return to the Signatures page, and a confirmation message appears. Activity log entries track all signing actions.
Downloading the finished document
Admins and signers can download fully signed documents either in Documents > Signatures using the Download shortcut in the right side of the table:
Or from within the document itself:
Using the Signatures page
The Signatures page is available to admins by default upon opening a signature request, and available to signees only if they have an open signature request:
Administrators see all requests
Other users only see documents assigned to them
Columns include:
File name
Status (Signed, Pending, Pending your signature, Void)
Signers
Sent on date
Available actions within E-signatures:
Action | Who can use it | Status | Description |
Copy to | Admins | Signed | Move signed doc to Documents section |
Download | Admins, Signers | Signed | Download fully signed document |
Cancel | Admins | Pending | Cancel request and notify all signers |
View document | Admins, Signers | All statuses | Read-only viewer. In Pending your signature, opens editor |
💡 All actions are logged in the Activity log.
Send a reminder
You can remind signers to complete a signature request. Here’s how:
1. Check the document status
Reminders are available when the document is either:
Pending
Pending your signature
These statuses mean at least one signer (including you, if you're a signer) hasn’t signed yet.
2. Hover to reveal the reminder option
When you hover over the document, you’ll see a Send reminder option.
3. Click to open the reminder modal
This modal will list only the signers who haven’t signed yet.
All signers yet to sign are pre-selected, including you if relevant.
You can choose to unselect anyone if you don’t want them to get a reminder.
4. Send the reminder
Once you confirm, a notification is sent to the selected signers – helping keep things on track without additional emails.
Notifications sent for E-signatures
Event | Sent to | Details |
Signature request received | Assigned signers | Includes link to view the document |
Signature request cancelled | Admin + all signers | Request is voided |
Document fully signed | Admin + all signers | Confirms completion and contains a link to view the document |
Reminder about document sent for signature | Signers upon request by Admin | Includes link to view the document |
The E-signatures feature lets you manage signatures quickly and securely, helping you stay compliant and efficient. If you have questions or need help, contact our support team — we're happy to help.