Help Center›Customers & Projects
How do I send documents for signature?
For office teams · Updated September 21, 2026
Use this when a customer or your company needs to sign a document, such as a Work Authorization or COS.
Send a packet
- Open the customer, select the Attachments tab, choose the Signatures view, then select Send for signature.
- In the Document step, choose one of your organization's active templates.
- In the Signers step, confirm each signer's name and email.
- If the document has a second company signer role, the Company counter-signer panel appears: pick the team member who countersigns (prefilled from the template default) and choose the signing order, In order — customer first or All at once.
- Finish on Review & send.
Track status
Each packet shows a status pill: Sent, Partially Signed, Completed, Declined, Voided, or Expired. Open a packet for per-signer progress (Sent, Viewed, Signed) and the expiry countdown. Signed PDFs land in Attachments automatically. The Signatures page in the sidebar opens the Signature Center with org-wide Packets and, if you manage templates, Templates.
Resend or remind
Open the packet and use Resend link to re-deliver the signing email. Reminders also go out automatically while a packet is open.
If an email bounces
The signer row shows an Email bounced note. Correct the address and use Send a fresh packet: same document, new link, new deadline, and the old packet stays on record. Use Void packet with a reason to cancel a packet that should not be signed.