Accessible via: Main Menu -> Sign

Sign is e-signature inside the platform: upload a document, send it to the people who need to sign, and track what’s outstanding — without leaving for a separate signing tool or re-keying who signed what.

Sending a document

1. Open Sign in the left rail.
2. Click Upload Document.
3. Place the signature and data fields, and add the recipients.
4. Send it.

Recipients sign in their browser; no account is required on their side.

Tracking what’s outstanding

The document list filters by state:

• Pending — sent, waiting on at least one signature.
• Completed — everyone has signed.
• Draft — uploaded but not yet sent.

Filter further by sender and by time period, or search by document name. Use Create Folder to group documents — by client, property, or matter — and Open in new tab to work in the signing surface full-screen.

Signing as part of automation

Signature requests don’t have to be sent by hand. A workflow can generate a document and send it for signature as a step, then continue when it comes back signed — that’s what the wait-for-callback node is for. This is the usual shape for anything recurring: renewals, agreements, authorities.

Sign vs Forms

	Use it for
Sign	Any document you need signed. You bring the document.
Forms	Prescribed, regulator-issued forms with defined fields, filled from your data.

A completed form often ends up in Sign to be executed.

Credits

Sending a document for signature consumes credits — the Credits page estimates how many documents your balance covers. See Billing & Credits.