Documents you send from a card are saved as a link on that card automatically. You can download or print a completed document for your records.
Download or print
- Go to E-Signature Documents.
- Select the three vertical dots to open the Actions menu.
- Choose Download as a PDF or Print Document.
- Download as a PDF opens the file in a new browser tab, where you can view and save it.
- Print Document opens your system's print dialog.
Allow pop-ups in your browser, or these options may not open.
Good to know
- Download the document after everyone has signed. The Completed date fills in only when the document is fully completed, so a PDF downloaded earlier shows it blank.
- Notes you add for signers are for signing only. They never print or appear in the PDF.
- Pages from uploaded PDFs are stored as high-quality images, so their original text can't be selected or searched in the signed PDF.
- If a document was fixed with Edit & Resend, download the newest revision. The older revision is archived and marked "Replaced by revision N."
FAQ
Does 2-way sync upload e-signature documents to my property management software?
No. Download the document and upload it to your property management software yourself. The document stays linked to the contact's record and to the place it was sent from: Portfolio, Building, Unit or Lease.
Related articles: Send an E-Signature Document from a Card, and Setting Up Notifications for E-Signature Documents.