E-signatures

Request and collect e-signatures on documents from Portant workflows. Send signature requests from any source (e.g. after a form submission or when a deal reaches a stage), or upload a PDF and send it for signature without a source.

In this section

• eSignatures Requests – Set up a workflow that requests a signature from a recipient automatically.
• eSignatures (Features) – Full e-signature docs: getting started, multiple signers, customising emails, resending, canceling, audit, and compliance.