Documents - Sign
E-signature integrated with Documents
Documents Sign module integrates e-signature with Documents, allowing signature template creation from PDFs, sending sign requests and auto-saving signed documents.
Supports multiple signers, signing order, deadlines and status tracking.
Create signature template from PDF
Select PDF document in Documents and create signature template with signature fields.
Steps
1. Go to Documents → select PDF document.
2. Click Sign or Create Sign Template.
3. Add signature fields: Signature, Initial, Text, Date, Checkbox.
4. Drag and drop fields to desired positions on PDF.
5. Assign fields to specific signers (if multiple signers).
6. Click Save Template.
Interface terminology
| English | Description |
|---|---|
| Sign | Create e-signature request |
| Signature Template | PDF template with signature fields |
| Signature Request | Document sign request |
Configure template with folder and tags
Configure destination folder and tags for signed documents.
Steps
1. Open sign template.
2. In Documents tab, select Signed Document Folder.
3. Select Signed Document Tags.
4. Signed documents will automatically save to selected folder and assigned tags.
Interface terminology
| English | Description |
|---|---|
| Signed Document Folder | Folder storing signed documents |
| Signed Document Tags | Tags auto-assigned to signed documents |
Send sign request
Send sign request to one or multiple signers.
Key points
• Signers receive email with link to sign document.
• Can send reminders if not signed.
• Track signing status in Signature Requests list.
Steps
1. Select sign template or PDF document.
2. Click Send Sign Request.
3. Add signers: enter email or select Partner.
4. Set role for each signer (if multiple).
5. Set signing order (if sequential signing needed).
6. Set deadline (optional).
7. Click Send to send sign request email.
Track signing status
Track document signing progress.
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 |
Manage signed documents
Signed documents are automatically saved to configured folder.
Key points
• Signed documents are saved in Signed Document Folder.
• Tags are automatically assigned per configuration.
• Original document (unsigned) is still retained.
• Can download signed document anytime.
Import documents from Documents to Sign
Use wizard to import PDF documents from Documents to Sign.
Steps
1. Go to Sign → Configuration → Import from Documents.
2. Select Documents folder containing PDFs.
3. Select documents to import.
4. System creates sign template for each document.
Practical tips
Key points
• Create sign templates for commonly used document types (contracts, NDAs, reports).
• Configure folders and tags so signed documents are automatically organized.
• Set logical signing order (e.g., customer signs first, then company signs).
• Set deadline to remind signers to complete on time.
• Use Date field to automatically record signing date.
• Protect Sign folder to avoid accidentally deleting signed documents.