A signature request can be created for any document that is saved in the company documents folder, or in your personal folder, if you are an Admin. To create a signature request to include in a workflow, navigate to Administration (the gear icon in the upper right), select Workflows & Signature Requests in the left hand menu, and then select Signature Requests. You will see a list of all existing signature request templates and have the ability to build new ones.



To edit an existing template, click on its name. To create a new signature request, click Create New Signature Request Template. Click Attach Document Signing, select the document within the appropriate folder, and click Add Document.



Once you are in the signature request template window, you can name your template and begin assigning signature areas. First select the employees that you need to sign the document, in the order that you need them to sign it. Then, click which user you want to add signatures for.



You can then set where in that document you would like the employee to sign, initial, input the date, etc. Click Create Input, type in the instructions that you would like the employee to see for that particular input, choose the input type and select the position for the signature.


Then click Select Position and draw a text box on the document in the area where you want the signature to appear. Click Confirm Position, and then click Add Entry. If you have additional inputs on the form, such as the date or a location to input today's date, you can repeat the process.



Once your template is complete, you can click Create to save and store your template for use in future workflows.