Signatures
Collect transferor and transferee signatures in person on-screen, or send email signing links.
1. Overview of the Signatures dialog
The Signatures dialog shows two panels side by side: one for the Transferor (Section B party) and one for the Transferee (Section C party). Each panel shows the party's name and company pulled from the respective section. If a party has already signed, their signature image and the signed status badge are shown. If not, two action buttons are shown: "Sign in person" and "Send email request".
2. Signing in person
Click "Sign in person" to open a full-screen signature modal. The signer draws their signature using a mouse or touchscreen and enters their printed name. Tapping "Accept" captures the signature and returns to the Signatures dialog. The signature is stored as an image and displayed in the panel with the signer's name, company (Representing field), and sign date.
3. Sending an email request
If the other party is not physically present, click "Send email request". Enter their email address and optionally their name. Click "Send" to dispatch a signing link by email. The party receives an email with a secure link to a signing page where they can review the note and draw their signature. Once they sign, the note status updates automatically.
4. Email signing requirements
The note must be saved (have a note ID) before you can send email signing requests. If the note has not been saved yet, a message appears: "Save the note first to send email requests". Save the note by clicking "Draft" in the title bar, then reopen the Signatures dialog.
5. Deferred parties
If one party is deferred (their details are set to "Confirm later"), only the non-deferred party's signature panel is active. The note can be completed with one signature when one party is deferred.
6. After signing
Once both parties have signed, the Signatures section card in the main editor shows two green "Signed" indicators and the Completion Sidebar marks Signatures as complete. You can still change a signature by clicking "Change" in the signed panel.
Field Reference
| Field | Required | Description |
|---|---|---|
| Signature pad | Yes | The signer draws their signature with mouse or touch. Captured as an image. |
| Representing | No | Company the signer is representing. Appears on the printed WTN. |
| Date signed | No | Date the signature was given. Defaults to today when the signature is captured. |
| Email address | Yes | Email address to send the signing link to. Required. |
| Name (optional) | No | Pre-populates the name field on the signing page. |