NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs

Signing: typed and drawn signatures

Signers act from a personal link that works on any device, with no account needed for external signers.

The signing page

The link opens a clean page showing the document title, description, the signing order and where they sit in it. When it is their turn they can:

  • Type their full name (rendered as a signature), or
  • Draw their signature with mouse or finger on the signature pad.
  • Optionally leave a comment.
  • Approve and sign, or Request changes / reject.
  • Each link is personal to one signer on one flow: do not share it.
  • Opening the page records a viewed timestamp even before signing.
  • Once the signer has acted, the page shows their decision and timestamp; the link cannot be used to sign again.

For your team

Internal signers can also reach their pending signatures from in-app notifications, and clients see theirs in the portal under Your action items.

Last updated Jul 12, 2026

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