This feature is included in select Thryv Business Center™ accounts. If you do not see e-signatures in your account, contact your Thryv representative to explore your options.

Why Use E-Signatures in Thryv Business Center

Waiting on a customer to print, sign, scan, and email back a contract slows down your business and costs you deals. E-signatures in Thryv Business Center let your customers sign important documents directly from their phone or computer in seconds. You close work faster, your customers have a smoother experience, and every signed document is automatically saved to your client records. This article walks you through how to create a signature request, add signature fields to your document, and send it to your customer.

This article covers creating and sending a new signature request. It does not cover managing signature requests after they have been sent. For information on tracking, resending, or canceling sent requests, see Manage your E-Signature Requests.

How to Create a New Signature Request

To start a new signature request, click Signatures in the left-hand navigation. Then click New Signature Request at the top of the Signatures page.

The Signatures page is open. The New Signature Request button is visible at the top of the page and is highlighted with an orange border.

Upload Your Document

Upload the document your customer needs to sign. You have two options: drag and drop the document into the upload area, or click Click to Browse to select the document from your device. You can also choose a previously saved document by selecting from your Saved Templates. If you want to save this document as a reusable template, check the Save as a Template checkbox before continuing.

Note: Password-protected documents are not supported. If your document is password-protected, it will not load. Remove the password from the document before uploading.

The document upload screen displays a drag-and-drop area with a Click to Browse button. A Save as a Template checkbox is visible below the upload area, along with a Saved Templates section for selecting previously uploaded documents.

Add Document Details

In the next section, enter the following details for your document:

• Title. The name of the document that will display to your customer.
• Type. The category of document you are sending.
• Expiration date. The date after which your customer will no longer be able to sign the document. An expiration date is required. If the expiration date passes before your customer signs, you will need to send a new request.

The document details screen displays three fields: Title, Type, and Expiration date. All three fields must be completed to continue.

Add Signers to Your Document

Select the client or clients who need to sign the document. Each signer must be an existing client in your account. To add a new client from this screen, click Add New on the right-hand side.

To add a signature from yourself or one of your staff members, set the Add Business Signature toggle to on. A dropdown will appear allowing you to select the staff member who will sign.

To control the order in which signers sign the document, set the Signing Order toggle to on. When signing order is enabled, the document is sent to the first signer first, and only passes to the next signer once the previous one has signed. To set the order, click and drag each signer into the position they should sign in. Signers cannot sign the document out of sequence.

Note: If a business signature is added to the document, signing order is required and the toggle cannot be turned off.

The signers section displays the selected signers, an Add New button on the right, and two toggles for Add Business Signature and Signing Order.

Add an Optional Message

You can include an optional message to send to your client along with the signature request. Enter your message in the field provided. To skip this step and move on to adding signature fields, click Continue.

The optional message screen displays a text field for entering a message to your client and a Continue button to proceed to the next step.

How to Add Signature Fields to Your Document

After completing the request details, you will be taken to the document editor where you add signature fields directly to your uploaded document. To add a field, click and drag it from the left-hand panel to the exact location on the document where you want it to appear. Each field is assigned to a specific signer, which you can change using the dropdown in the top-left corner of the editor.

The following field types are available:

• Signature fields. Filled in by your customer when they sign.
• Auto-fill fields. When the signer completes one of these fields, the rest auto-fill based on the information in their client card. Auto-fill only applies when more than one of these fields is present on the document.
• Standard fields. Miscellaneous fields that can be added to any document for additional information.

The animated demonstration shows a signature field being dragged from the left-hand panel of the document editor and placed onto a document. A dropdown in the top-left corner allows the signer assignment to be changed.

Edit Signature Fields

Once a field is placed on the document, use the controls on the right-hand side of the editor to edit the field. The following edits are available:

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

When you have added all the fields your document needs, click Continue in the top-right corner of the editor.

The signature document editor displays the document with placed signature fields and a right-hand panel showing controls to reassign the field, mark it as required, change the font, and rename the field.

Save Your Document as a Template

Before continuing to the review screen, click Save Template if you want to save this document and its field placements as a reusable template. Saving as a template lets you reuse the same document setup for future signature requests without rebuilding it from scratch.

The Save Template confirmation displays an option to save the current document and field placements as a reusable template for future signature requests.

How to Review and Send Your Signature Request

After saving, you will be taken to the review screen where you can confirm or change the request before sending. The following options are available on the review screen:

• Edit Request. Returns you to the new signature request screen where you can change the title, details, or signers of the document.
• Edit. Returns you to the document editor to change the signature fields on the document itself.
• Add a Note. Adds an internal note visible only to you and your staff. Your client will not see this note.
• Cancel Request. Cancels the signature request. Any progress you have made will not be saved.
• Save As Draft. Saves the current signature request as a draft without sending it to your client.
• Send Later. Schedules the signature request to be sent at a future date and time.
• Send. Sends the signature request to your clients immediately.

The review screen displays the document, the assigned signers, and seven action buttons: Edit Request, Edit, Add a Note, Cancel Request, Save As Draft, Send Later, and Send.

Schedule a Signature Request for Later

To schedule the request to be sent at a future date, click Send Later. A scheduler will appear where you can select the date and time the request should be sent. Signature requests cannot be scheduled more than 60 days in advance.

The Send Later scheduler displays a calendar and time selector for choosing when the signature request will be sent. The maximum scheduling window is 60 days from the current date.

Confirm Your Request Was Sent

Once you click Send, a confirmation screen will appear indicating that the signature request has been sent. The document will also appear with a status of Sent in your signature request dashboard.

The confirmation screen confirms that the document has been sent to the selected signers for signature.

The signature request dashboard displays the recently sent document with a status of Sent, along with the document title, signers, and date sent.

Frequently Asked Questions

Can I send a signature request to someone who is not a client in my account?
No. Every signer must be added as a client in your Thryv Business Center account before they can sign a document. You can add a new client directly from the signature request screen using the Add New button.

What happens if my customer does not sign before the expiration date?
If the expiration date passes before your customer signs, the signature request expires automatically. You will need to create and send a new signature request to collect the signature.

What is the maximum time in advance I can schedule a signature request?
Signature requests can be scheduled up to 60 days in advance using the Send Later option. Requests cannot be scheduled beyond 60 days from the current date.

Are password-protected documents supported?
No. Password-protected documents will not load when uploading. Remove the password protection from your document before uploading it to a signature request.

Can I edit a signature request after I have sent it?
Editing a sent signature request is not covered in this article. For information on managing requests that have already been sent, see Manage your E-Signature Requests.

What does this article cover?
This article covers creating, building, and sending a new e-signature request in Thryv Business Center. It does not cover managing signature requests after they have been sent, tracking signing status, or the customer's experience signing the document. For managing sent requests, see Manage your E-Signature Requests.