Documents - Project - Sign
E-sign project documents
Documents Project Sign module integrates e-signature with project documents, allowing signature template creation and sending sign requests directly from Documents.
Signed documents are automatically stored in project folder.
Sign documents from project
Select document in project folder and create e-signature request.
Steps
1. Go to Documents → select project folder.
2. Select PDF document to sign.
3. Click Sign or Create Sign Template.
4. Add signature fields (Signature, Initial, Text, Date, Checkbox).
5. Select signers and roles.
6. Send sign request.
Interface terminology
| English | Description |
|---|---|
| Sign | Create e-signature request |
| Signature Request | Document sign request |
| Signer | Person requested to sign |
E-signature workflow
Workflow to send and track project document sign requests.
Steps
1. Create sign template from PDF document.
2. Add signature fields: Signature, Initial, Text, Date, Checkbox.
3. Set signing order if multiple signers.
4. Set deadline for sign request.
5. Send sign request via email.
6. Signer receives email and clicks link to sign.
7. Signed document automatically saves to project folder.
Track signing status
Track document signing status in Signature Requests list.
Key points
• View sign request list in Sign → Signature Requests.
• Receive email notification when document is signed.
• Download signed document from Documents.
Signing status
| Status | Meaning |
|---|---|
| Pending | Waiting for signer |
| Signed | Signing completed |
| Refused | Signer refused |
| Expired | Expired, not signed |
Practical tips
Key points
• Create sign templates for commonly used document types (contracts, acceptance reports).
• Set logical signing order (e.g., customer signs first, then project manager signs).
• Set deadline to remind signers to complete on time.
• Use Date field to automatically record signing date.
• Store signed documents in project folder for easy reference.