Having the ability to request signatures seamlessly using one platform will be a powerful feature for your company to ensure all appropriate PDFs are signed in a timely manner.

To begin, navigate to the Documents feature from the Files header.

From here, select the folder that contains the document that needs to be signed. Right-click the document and select Request Signature.

At this point, assign the signature request to assignee(s).

Set up a deadline date, as well as a time the document needs to be signed, if applicable.

Set a reminder to ensure the document is signed on time. All assignees will receive this notification.

Finally, you can add Notification Text to explain what the document is, or why the signature is being requested, for example.

The assignee(s) can sign the document and submit their signature. You will receive a notification once an assignee has signed the document.

For comprehensive online learning, please visit the Buildertrend Learning Academy.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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