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Set up e-signatures

Work in progress

This guide is an outline — the Zynka team is completing it. The structure below shows what it will cover.

What this does​

Lets you send quotes, contracts, and job completion documents for electronic signature — including documents that need signatures from multiple parties. Customers sign from a link, no account required.

Who can do this​

Company Admin. E-Sign is an add-on — if it isn't visible, it may not be enabled for your subscription; contact support.

Before you begin​

  • E-Sign add-on active on your plan
  • The document templates you want signed

Steps​

Screenshots pending — will be captured from the Acme Field Services demo company.

  1. TODO: Enabling and finding the E-Sign features.
  2. TODO: Sending a document for a single signature.
  3. TODO: Multi-party signing — order and roles.
  4. TODO: Tracking signature status.

Verify it worked​

  • TODO: Send a test document to your own email and complete the signing flow.

Common mistakes​

  • The add-on was enabled but users don't see it — permissions are read at login; log out and back in after the add-on is granted.
  • TODO