E-Signatures
Sending Documents for Signature
Step-by-step guide to sending documents for e-signature in Zelosify.
How to Send a Document for Signature
Method 1: From a Contract or SOW
- Open the contract/SOW you want signed
- Click "Send for Signature" in the action bar
- The document is automatically attached
- Configure signers and fields (see below)
Method 2: Upload a New Document
- Navigate to Signatures → "New Signature Request"
- Upload the document (PDF, up to 50MB for Starter, 100MB for Professional)
- Add a title and description
- Configure signers and fields
Configuring Signers
| Setting | Description |
|---|---|
| Signer Name | Full legal name of the signer |
| Signer Email | Where the signing invitation is sent |
| Role/Title | Their title (appears on signature block) |
| Signing Order | Sequence number (for sequential signing) |
| Action Required | Sign, Initial, Approve, or Acknowledge |
Adding Signature Fields (drag-and-drop on document)
| Field Type | Description |
|---|---|
| Signature | Full signature (draw, type, or upload) |
| Initials | Short initials (for page-by-page acknowledgment) |
| Date Signed | Auto-populated with signing date |
| Text | Free-form text input (used for Name, Title, Company, and general text entries) |
| Checkbox | Acknowledgment checkbox |
Signing Order Options
- Sequential: Signer 1 must complete before Signer 2 receives the document
- Use when: Internal approval must happen before vendor signs
- Parallel: All signers receive the document simultaneously
- Use when: Multiple parties can sign independently
Advanced Options
- Expiration: Set days until the request expires (7, 14, 30, 60, or custom)
- Reminder Schedule: Auto-remind unsigned parties (every 2 days by default)
- Password Protection: Require signers to enter a code before viewing
- Personal Message: Include a note to signers in the invitation email
- CC Recipients: People who should receive a copy but don't sign
After Sending
- All signers receive email invitations
- You can track progress in Signatures → "Sent" tab
- Status updates appear in real-time