Make it easy for your customers to sign that important contract by using e-signatures in Thryv Business Center™! This guide will show you how to send documents to your clients for signatures, as well as sign them yourself!

Create A New Signature Request

First, navigate to Signatures and select New Signature Request

First, upload a document from your device for your customer to sign. Either drag and drop your document, or click on Click to Browse will bring up the files on your device. From there, select your document, then proceed to the next step. Alternatively, you can select from your Saved Templates. If you wish to save this document as a template to use again, use the Save as a Template checkbox to do so.

NOTE: If the document selected is password protected, it will not load. Signatures does not support password-protected documents.

In the next section, give your document a title, type, and expiration date. The Title is the name of the document that will display to your customer. The expiration date is the date after which your customer will no longer be able to sign their document. If this date passes, a new request will need to be sent. Note that an expiration date is required to be set. 

Next, determine which client(s) you want to have sign the document. Note that someone must be added as a client in order to sign, however you are able to add a client from this screen by clicking Add New on the right hand side.

To add a signature from you or your staff, set the Add Business Signature toggle to on. A drop-down will appear allowing you to specify which staff member.

To set a signing order set the toggle to on (note that if a business signature is on the document, then a signing order is required). Click and drag each signer to the order in which they need to sign the document. When this is set to on, the document will be sent to the first signer first, and will only pass to the next signer once the current one has signed. Signers will not be able to sign the document out of sequence. 

As an optional step, you can include a message to the client with your signature request. If desired, enter your message in the field provide. Otherwise, to move on to adding signature fields to your document, click on Continue.

In the next step, you will be brought to your uploaded document/template, where you can add signature fields directly to it. 

Add Signature Fields to your Document

This will take you to the document editor, where you can add the signature fields to your document. To add a field, simply click and drag it from the left hand side to the exact place you want it to appear on your document. 

Each field is specific to each signer, which can be toggled with the drop-down in the top left corner.

Field types:

• Signature fields - to be filled in by your customer
• Auto-fill fields - Once the signer completes one of these fields, the rest will auto fill for each document based on the information on their client card. Note that this only applies when there is more than one of these fields present.
• Standard fields - miscellaneous fields that can be added to any document

Signature Document Editor

Once you have the fields added to your document, use the controls on the right hand side to edit them in the following ways:

• Reassign the field to a different signer
• Mark the field as required
• Change the font type and size
• Rename the field

Once you have added the fields necessary to the document, click on Continue in the top right

If you haven't already, click Save Template to save the document to your Signature templates to continue.

After this, you will be brought to the review screen, where you can make any changes necessary before sending the signature request to your customer.

• Edit Request - brings you back to the new signature request screen where you can edit the title, details, or signers of your document
• Edit - Edits the signature fields on the document itself
• Add a Note - this note will not be seen by your client, this is an internal note you and your staff only can see
• Cancel Request - cancels this signature request, note that any progress will not be saved
• Save As Draft - saves the progress on this signature request, but does not send to your client
• Send Later - Schedule this signature request to be sent at a later time/date
• Send - send the signature request to your client(s)

Selecting Send Later will bring up a scheduler to send the request at a later date. Note that requests can't be scheduled more than 60 days in advance.

Once sent, you will see a confirmation screen indicating that the document has been sent for signature.

The document will appear as "sent" in your signature request dashboard

If you need a guide to managing your signature requests, Click Here

Have a question about signatures that wasn't answered here? Ask in our User Community!