These functions allow for users & guests to initial and sign and date a Document such as a contract/invoice/proposal electronically, the same way as an e-signature or docusign.
This replaces the old way of printing, scanning or snail mail with a new method proven to be faster.
How to use the Initials & Signature Document Elements
Often you'll want to have two Initial and/or Signature fields, one for the client and one formatted for the business.
In the Edit Function, you'll find the Client / Vendor function- This is used to specify who should be signing the field.
You can also customize font size, weight & color. In addition to the Title (heading) of each field.
Initials:
Signature:
Training Videos
Signature
Initials
Additional information
Once the Client has signed & submitted the Document, the assignee of the Booking and the original creator will be notified via email that has a PDF version of the Document.
The Client will also receive a PDF of the signed Document via Email for their own records once it has been signed by both parties.
If you'd like to have the Client and Vendor Signature side by side, you can make use of the Columns Document Element. After this has been added to the Document, simply drag and drop the Client and Vendor Signature inside of the Columns Document Element.