Electronic signatures

Getting things signed is critical for business, whether it be contract agreements, letters, invoices, approvals, etc.

Signatures are a type of thread in GetBusy that are based on tasks, and they share many of the same traits.

They allow you to digitally and compliantly sign documents yourself, or request signatures from others - with automatic reminders to make sure they're not missed.

Watch this quick video to see how they work:

Creating a signature thread

When creating a new thread, you'll find the option to create a signature request in the type selector - change it from the default of Task to Signature.

Add everyone involved, which may include both the people responsible for signing the document as well as others that require visibility.

Add a title and extra information as required and attach the document (pdf) you want to be signed.

Before you can create the signature request, you'll need to Prepare... the document.

You can also click on the ellipsis... and remove or prepare the document as well.

The Prepare... option will open a preview of the document

Quick signing

On choosing the 'Quick signing' option you can select who you want to sign the document, Save & close the configuration screen, then finish creating your thread.

Advanced signing

The advanced option requires that you place at least one signature field somewhere on the document, for your recipient(s) to sign.

You can apply signature, text and date controls in appropriate locations.

Simply drag & drop or click and move the required controls in to the appropriate locations within the document preview.

You can select, move, delete and adjust the size of controls, as well as assign their completion to specific participants, including yourself.

Selected controls display additional options, such as the ability to assign completion of the control to a specific participant, or rename the label in the case of text controls.

Once you have placed at least one signature or text control onto the document preview, you will be able to Save & close the configuration screen.

Share the signature thread

Any participant who has been allocated a signing control during configuration will now appear next to the document.

Once the document has been configured for signature, you can Create the signature task.

The requested signer will receive a notification of the request in their Catch-Up and will see the task listed in their Assigned to me. The task will track as soon as the requested signer has viewed the task, and GetBusy will automatically keeping reminding them if they can't sign it right away.