E-Sign · How-to · updated Sep 6, 2026
Open E-Sign - 1Tools → E-Sign → New request. Upload the PDF or start from a template.
- 2Add recipients in signing order. Each gets their own secure link.
- 3Place signature, initials, date and text fields on the pages.
- 4Send. Recipients sign from any device without an account; you see each step under the request.
After everyone signs
The signed PDF, with the audit page, is stored on the request and can be filed to a consumer's or employee's record slot. Templates let you reuse the same layout for the next person.
- Links expire 30 days after sending; resend from the request if needed.
- Voiding a request stops any further signing and keeps the history.
- Only an admin can permanently delete a request.
Related
- Upload, replace and request documents · Three ways a document gets into a record: you upload it, Coworker files it, or the person sends it through a request link.