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Signature Requests

Signature Requests let you send transaction documents for e-signature directly from DocJacket. This is how you send a document for electronic signature (esignature / esign) — request a signature, and the sent request stays tied to the transaction, so your team can track who has signed and which signed PDF came back.

This page covers sending an existing uploaded document. To send reusable office-approved forms, use the transaction Forms & signatures subtab and see Form Packets.

Sending a document for signature​

  1. Open a transaction
  2. Go to the Documents tab
  3. Find the document that needs signatures
  4. On the document's row, click the pen icon (hover text: Send for Signature). It only shows on a document that has no signature request yet.
  5. The Send for Signature drawer opens
  6. Add signer name, email, and role
  7. Add more signers if needed
  8. Turn on ordered signing if signers must sign one at a time
  9. Click Send for Signature

When a document has transaction contacts available, DocJacket can suggest signers so you do not have to retype every recipient.

For a document-level request, signer roles are simple labels. They do not need to match approved-form template roles.

Can I send a signature request for a contact instead of a deal?​

No. A signature request is always sent from a document on a deal or listing, so it can't be started from a contact or tracked against one. Open the deal, go to its Documents tab, and send the document from there. The signers you add are just names and emails, so the person does not have to be a contact on the deal.

Tracking status​

After a Signature Request is sent, the Documents tab shows signature status on the related document. Open the status view to see signer progress, viewed dates, signed dates, declined dates, and pending recipients.

From the status view, you can resend a reminder or cancel a pending signer request when allowed.

What happens when a signer signs​

For a request sent from a document row, when a signer finishes DocJacket emails the person who sent the request. If that person is no longer an active user, the email goes to the deal's assigned user, then an Owner, then the oldest active user in your organization. There is one email each time a signer completes and one more when everyone has signed.

When the last signer finishes:

  • The document's row on the Documents tab changes from an N/M signed chip to a Signed chip.
  • A Download Signed PDF button (a green check icon) appears on that row.
  • The signed PDF replaces the file on the same row, saved as a new version labelled Signed copy. The unsigned original stays in the document's version history.

Signing does not check anything off by itself. It does not mark a Documents Needed row as received and it does not set Fully executed. If the document is already linked to a Documents Needed row, it stays linked and that row now holds the signed copy. If it was not linked, link it yourself from the row, or click Mark received.

Tips​

  • Make sure contacts are added to the transaction before sending a request.
  • Use approved form templates when your office requires standardized signature packets.
  • Sent requests are treated as locked records so in-flight signing is not changed accidentally.
  • If a completed signed PDF appears in Documents, use the signed-status chip to open the related signature status.