How do customers and volunteers do their part?
Get a document signed
Send a PDF for signature and get it back with a record of who signed.
Open TG eSign and press New. Upload a PDF or pick one from Files. Add each signer and place their fields on the pages: signature, initials, date, name, a text box or a tick box.
Send it. Each signer gets a link, agrees to sign electronically, and signs by typing or drawing. If you set an order, the next signer is emailed when the previous one has signed.
When everyone has signed, the finished PDF is saved to Files with a record of who signed and when. You can recall a document before anyone signs, and ask for an approval before it goes out.
Did this answer it? If not, write to support@trigig.com or open Help inside your workspace. A person replies within one business day.