When sending an Engage request that includes an e-signature step, you can also add your own signature to the document. There are two ways to do this: you can sign the document after your client, or you can sign it before sending it to them.
Before you start
Your Engage workflow must include an e-signature step for either signing option to be available
Video Tutorial
How to sign after your client
Use this option if you want to sign the document once your client has completed their signature. You will receive an email notification when it is your turn to sign.
Create your Engage request as normal and select a workflow that includes an e-signature step.
Upload and tag your document.
In the signers section, add yourself as an additional signer.
Complete the remaining steps and send the request to your client as normal.
Once your client has signed, you will receive an email notification to add your own signature.
How to sign before your client
Use this option if you need your signature to appear on the document before it is sent to your client.
Create your Engage request as normal and select a workflow that includes an e-signature step.
Upload and tag your document, then click Continue.
Once the document is ready, locate the Signer selector in the top left and switch it to Me (now).
Add your signature field to the document. You can draw, type, or upload your signature.
Add any additional fields you need to complete, such as your name.
Once you have finished adding your own details, switch the signer back to your client.
Add the fields where your client needs to sign.
Click Agree and send. Your signature is already included when the document is sent to your client.
What happens next
Your client will receive the document as part of their Engage request. If you signed before sending, your signature is already included when they open it. If you chose to sign after, you will receive an email notification once your client has completed their signature.
Important information
To sign after your client, you must add yourself as an additional signer during the request setup. You cannot add yourself as a signer after the request has been sent
To sign before your client, switch the Signer selector to Me now before adding your fields, then switch it back to your client before sending