Requesting Signatures

Use a Signature Request to send one or more documents for electronic signature, track who has signed, and keep the completed documents in Astalty.

Before You Start

Your Account Owner must accept the eSignature terms on the Billing page.
Upload PDF or DOCX files. Each file can be up to 5 MB, and the combined documents sent to the signing provider must be under 25 MB.
Docusign supports several documents in one request. Dropbox Sign accepts one document per request.

Create a Signature Request

Open eSignatures.
Select Request Signature.
Under This signature request will be sent to, choose a Participant, a Team Member, or Someone else.
Upload a document. For a Participant request, you can instead choose a document already on their profile.
Add each signer under Signers. Every signer must have a different email address.
Add anyone who should receive the completed document under Additional Recipients.
Enter the Title and Message shown in the email.
Choose whether to Send Automatic Reminders.
Select Generate Request.

If the selected Participant prefers to sign in person, Astalty warns you before you continue.

For a Participant or Team Member request, Astalty suggests people connected to the selected profile. Choose a suggestion to fill the signer's name and email address. You can also enter a different person manually.

Document Categories

Select the tag icon beside an uploaded document to apply document categories. The signed copy keeps those categories when Astalty saves it.

Finalise a Signature Request

After you select Generate Request, Astalty opens the signing provider's preparation screen.

Choose a signer.
Drag that person's required fields onto the document, including a signature field.
Repeat this for every signer.
Complete the provider's preparation flow, then select Finalise Signature Request if Astalty asks you to return and finish.

Finalising sends the request and records the eSignature charge shown on your Billing page. Cancelling later does not reverse that charge.

Adding Additional Recipients

Additional recipients receive a copy after every signer has signed. They do not sign the document.

Add them in the Additional Recipients section while creating the request. Choose a suggested person or enter a name and email address. You can update or remove an additional recipient while the request is still awaiting signatures.

What Happens After You Send It

Each signer receives an email with a link to the signing page.
Automatic reminders, when enabled, go to outstanding signers and the requester after 24 hours, 72 hours, and one week.
When everyone has signed, the signers, requester, and additional recipients receive the completed documents.
Astalty saves the signed documents on the request. For a Participant request, they also appear on the Participant's Documents page.
A request created from a Participant Record updates that Record's signature status.

Manage an Existing Request

Open Signature Requests, then select a request. The available actions depend on its status.

Assign to Participant or Assign to User links the request to a profile.
Cancel Request ends a request that is awaiting signatures. You must enter an internal reason and can choose whether to email the signers. Cancellation cannot be undone.
Download gets a partly signed document while at least one signer is still outstanding.
Download Audit Trail gets the Docusign Certificate of Completion. Dropbox Sign requests do not have this action.
Delete permanently removes an eligible request. Drafts can be deleted; ended requests require permission to delete signed Signature Requests.

Draft requests also have Edit and Finalise Signature Request actions.

eSignature Request Activity Log

Open the request and select Actions > View Activity Log to see its history, including finalisation, signing, reminders, cancellations, and delivery failures.

Remind a Signer or Change Their Email

Open the request, select the three dots beside the signer, then choose:

Send a Reminder to email the outstanding signer again.
Update Email to correct the address and send the request to the new one.
Retry send when a delivery problem may be fixed by sending to the same address again.

Update Email works for any signer who's still Awaiting Signature, not only one whose invite failed to deliver - for example, if you notice a typo before the signer opens the email. Astalty sends a fresh invite to the corrected address, and the link in the original email stops working. You can't change a signer's email once their status becomes Viewed or Signed.

The activity log records the change, including the previous and new address.

See Fixing Delivery Failures if Astalty shows a delivery warning beside the signer. To remind all outstanding signers across several requests, use Sending Bulk Reminders.

Filter Signature Requests

On All Signature Requests, use the filters to narrow the list by Status, Sent at, or Requested by. The Requested by filter lets you search for the Team Member who created the request.