Request E-Signatures
Documents supports e-signature requests on a file: invite signatories, track progress, send reminders, and open a signature certificate when signing is complete.
Create a request
- Open the document Details.
- Create a signature request and add the signatories.
- Track status under Documents → Signatures:
- Pending
- Partially signed
- Fully signed
- Expired
- Cancelled
From the same area you can remind signatories or cancel a request when it should no longer proceed.
Signer experience
Signers open a secure link, view the PDF, confirm their full name, and sign or decline. Biznsbook records audit details (including when and from which device context the action happened) for the request history.
Expiry and proof
- Expired requests are cleared by background processing.
- Open the certificate from the request or document details when you need proof of completion.
:::warning Not a full legal trust service by default Built-in signatures support operational sign-off with an audit trail. For advanced e-sign compliance in specific jurisdictions, involve your legal or compliance team. :::