Get a document signed

Send a PDF for signature and get it back with a record of who signed and when.

  1. Open TG eSign and press New. Upload a PDF or pick one from Files.
  2. Add each signer and place their fields on the pages: signature, initials, date, name, email, title, a text box, a tick box. Each signer has a colour.
  3. Set a signing order if the second person should sign after the first. Send.
  • Each signer gets a link, agrees to sign electronically, and signs by typing or drawing, on any device. No account needed.
  • Statuses: Draft, Sent, Viewed, In progress, Completed, Declined, Voided, Expired. Recall a document before anyone signs; void one after.
  • When everyone has signed, the finished PDF with the signatures burned in is saved to Files, with a record of every view and signature.
  • Ask for an approval before it goes out, the same as an invoice.
  • Trig can start a signature request from a PDF in Files when you ask.
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Still stuck? Inside your workspace press Get Support at the top of any page, or write to support@trigig.com. A person replies within one business day.