Decline e-signatures, edit & more

Need to decline, edit, or manage e-signatures? This guide covers all your options—from opting out of signing to updating your signature and downloading completion certificates.

Declining to e-sign the document

Web Mobile

Don’t want to sign? Click the three dots at the document’s top right and select Decline to sign, then confirm by clicking Opt-Out of Electronic Signature. Get in touch with the firm to discuss other options.

You can decline to e-sign by tapping the Decline to sign button and selecting Yes, decline. Get in touch with your firm contact to discuss alternatives for signing your documents.

Editing your e-signature

Once you sign and initial a document, your e-signature and initials are used in subsequent docs when you click on the required fields. Here’s how to edit your initials or signature,

Web Mobile

Click in the required field, make your changes, then press Insert.

Toggle on Insert everywhere if you want to update the signature or initials everywhere on the doc.

If you want to edit your initials or signature, tap on it, make your changes, then press Insert.

Toggle Insert signature on all fields to replace all other signatures.

Adding a handwritten signature

Not everyone accepts typed signatures, but you can always create a handwritten one:

1. Click the My signature or Initials field.

2. Switch to the Draw tab, then sign using your finger on your mouse pad or by using your mouse.

3. Click Insert.

If you want to redo the signature, click Clear while editing and sign again.

Downloading certificates of completion

If, for some reason, you need to prove that an e-signed document is legit, you can download it along with its completion certificate. To download an e-signed document with its completion certificate:

1. Open a fully signed document or select a fully signed document in the document list.
2. Click the three dots and select Download > Signed document with certificate.

The last page in the downloaded document will contain a certificate of completion. It contains all the data for all the signatures. Here is how it can look:

Share

Link copied