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Setting up eSignature
Setting up eSignature

Learn how to enable eSignature to capture legally binding signatures.

Updated over a week ago

ArcSite's eSignature feature allows you to collect legally binding signatures directly within your ArcSite projects. Whether you're managing contracts, agreements, or approvals, this feature streamlines the signing process, eliminating the need for paper-based signatures or external signature tools.

The eSignature tool is seamlessly integrated with existing Proposal templates, making it easy for you to start using it right away. Since the eSignature fields are pre-configured within these templates, all you need to do is enable the eSignature feature in your settings. Once activated, the signature fields will automatically appear in your proposals, ready to capture legally binding signatures without any additional setup. This streamlined approach allows you to focus on your projects while ensuring that your documents are signed quickly and securely.


Steps for setting up eSignature

Step 1. Navigate to your Settings Page and click Proposal Templates

Step 2. Toggle the switch to enable eSignature on digital Proposals

Step 3. Add Signature fields to your Proposal Template

If your Proposal template already had signature blocks then you are all set. Future Proposals will automatically have eSignature functionality enabled.

If you need to add Signature fields, click Create Template to create a new template.

Step 4. Click Add Block

Step 5. Click Signature

Red blocks indicate fields completed by eSignature functionality.

Select a block and click Add

When finished, click Publish to APP

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