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Add an electronic signature

You can request a signature when sending a file.
note
The electronic signature isn't considered a legally binding signature for documents such as contracts or tax returns. It is an acknowledgment that the recipient received the file, similar to an email read receipt. Any additional legal status would be the result of an agreement between the sender and recipient.
  1. Go to
    Files
    , then
    Send Files to Contact
    .
  2. Enter the contact information and any comments.
  3. Select
    Add Files
     and choose the files you're sending.
  4. Select
    Signature Required
    .
When your recipient opens the file, they can choose
Sign
 or
Reject
. This updates the portlet and sends a notification to the sender.
Select Check status for a file transfer record to check the signature status.

This article applies to:

  • PRODUCT: Practice CS

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