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Signature Requests

Signature Requests let you send transaction documents for e-signature directly from DocJacket. Sent requests stay 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. Open the document's row actions
  5. Click Send for Signature
  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.

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.

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.