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Task guide
Request an electronic signature
Send one version of a document to be signed in order, follow each signatory, and receive the signed version and its certificate on the matter.
Signing happens on the firm's own deployment: the document is never handed to an outside signing service.
Which documents may be signed this way
The firm keeps a list of classes of document that may not be signed electronically. Deeds and attested instruments are on it by default, as the Electronic Transactions Act, 2008 (Act 772) leaves them outside. The firm's own lawyer decides the list.
Send a request
- Open the document and choose Request signature on the version to be signed.
- Add the signatories in the order they sign: parties by their address or phone on the register, colleagues by their account.
- Send. Only the first signatory is asked; each next one is asked when the one before has signed.
What a signatory does
The signatory opens a link that belongs to them alone, reads the document, types their name, consents, and signs by drawing on the screen or uploading a scan of their wet signature. They need no account.
Follow it
Documents, Signatures lists every request with each signatory's standing: sent, reminded, opened, signed or declined. Send a reminder from the request; reminders also go out on the firm's schedule until the request expires.

When it completes
The marks are stamped onto the document as a new version of the same document, and a certificate records what each person did, when, and from what address and device.
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- Document approvalSend a draft for approval along the firm's route, and understand why nothing leaves the firm until the version asked for is approved.
- Upload documents and keep their versionsFile documents on a matter, understand the scan that runs before anyone can open them, and work with versions and locks.
- Open a matterRecord the enquiry, add the client and parties, clear the conflict check and complete the opening checklist, then open the file.
