How to request a signature via email
Written by Richard Polderman
More than a week ago
You can let your users digitally sign documents via email following the steps below.
Request a signature via email
Before you start, make sure that the signature settings are set up correctly.
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Go to the asset details page of the asset for which you want to request a signature.
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Assign, transfer or unassign the asset. Based on the signature settings, a request signature task will be created.
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Click "Sign via email".
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Select the document, then click "Next".
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Add a personal note, then click "Request signature".
The user will receive an email from Highflare with a signature request link.
Once the document is signed, a PDF will be generated and added to the activity feed. The user will recieve a seperate email with the signed document.