Collecting Signatures

Capture a signature on the spot during an in-person meeting — no printing, scanning, or emailing back and forth.

How to collect a signature

1. Open Documents and Contracts in the mobile app.
2. Create or select a document with signature fields.
3. Publish the document.
4. Switch into View As mode for the signer.
5. Hand your device to them to sign (typed or drawn) and fill in required fields.
6. Repeat for additional signers.

Why it's useful

Finalize paperwork immediately during a face-to-face meeting.