Skip to content
English
Customer portal
Go to One Click Contractor
  • There are no suggestions because the search field is empty.

Creating a Signable Document in the Estimator

Learn how to select a document, enter the signer’s information, and send it for signature by email or complete the signature onscreen.

Article Introduction

The Signatures tab allows you to create a signature request from an existing document.

You can select the document that needs to be signed, review the recipient’s information, and choose whether the document will be signed Onscreen or sent by Email.

Select the Document

  • Open the Signatures tab.
  • Click + Signature Request.

Create signable doc 1 HSKB

  • Locate the folder containing the document you need.
  • Select the document.
  • Click Create.

Create signable doc 2 HSKB

Enter the Required Information

  • Complete the requested document and recipient information.

  • Review the details to make sure the correct signer is included, then click Next.

Create signable doc 3 HSKB

Review the Signature Request

Before sending the document, you can:

  • Enter a message for the recipient
  • Review the signer’s name and email address
  • Confirm that the correct recipient is included
  • Choose how the document will be signed

Select Onscreen to complete the signature process directly from the current device.

Select Email to send the signature request to the recipient’s email address.

Creating signable doc 4 HSKB

 

Important Notes

  • Documents must be coded for signatures before they can be used in a signature request.
  • A document that is not coded for signatures may display an error or fail to load after you click Next.
  • Contact Support if a document that should be signable does not load.