E-Signature: Complete Guide

Send documents for electronic signature directly from TypeFlow. Your signers receive an email with a secure link to sign, and you get back a legally compliant signed PDF.

Overview

TypeFlow's e-signature feature allows you to:

• Send documents for signature via email or shareable link
• Support multiple signers with sequential or parallel signing
• Collect different field types: signature, text, date, checkbox
• Track signing progress in real-time
• Receive legally compliant PDFs with a Certificate of Completion

Setting Up E-Signature

Step 1: Open E-Signature Settings

1. Open your flow in TypeFlow
2. Click the E-Signature tab in the left sidebar
3. Toggle Enable E-Signature to ON

Step 2: Configure Basic Settings

Adding Signature Fields to Your Template

In your document template (Google Doc or HTML), add placeholders where you want signature fields to appear.

Placeholder Format

{{e-signature.TYPE_SIGNERNUMBER_OPTIONALNAME}}

Available Field Types

Example: Contract with 2 Signers

CLIENT SIGNATURE

Signature: {{e-signature.signature_1}}
Full Name: {{e-signature.text_1}}
Date: {{e-signature.date_1}}

---

COMPANY SIGNATURE

Signature: {{e-signature.signature_2}}
Authorized By: {{e-signature.text_2}}
Date: {{e-signature.date_2}}

Tips for Placing Fields

• Place each placeholder on its own line
• Avoid putting placeholders inside tables (can cause positioning issues)
• Use descriptive names: {{e-signature.text_1}} is clearer than {{e-signature.text_1}}

Configuring Signers

In the E-Signature tab, add one or more signers.

Signer Email Options

Signer Settings

Storing Signing URLs

If you configure a Signing URL Field, TypeFlow will save each signer's unique URL to your database. This is useful for:

• Manually sharing the link if the email doesn't arrive
• Tracking which documents are pending signature
• Building custom dashboards

Signer Experience

Here's what your signers see when they click their signing link.

1. Document View

The signer sees the full PDF with highlighted fields to complete.

2. Completing Fields

Click any highlighted field to open a modal:

3. Progress Tracking

A sidebar shows:

• Fields already completed (green checkmark)
• Fields still pending
• Overall progress

4. Complete Signing

Once all fields are filled:

1. Click "Complete Signing"
2. See confirmation screen
3. Option to download the document

Mobile Support

The signing page is fully responsive. Signers can:

• View documents on any device
• Draw signatures with their finger on mobile/tablet
• Pinch to zoom on the PDF

Contract Redlining

When a signer doesn't agree with the contract terms, they can suggest changes directly on the document instead of sending emails back and forth.

Enabling Contract Redlining

1. Open your flow's E-Signature settings
2. Toggle "Allow recipients to request changes"
3. Select which fields are negotiable (signers can only request changes on these fields)
4. Choose who manages change requests: you or a specific signer

Signer Experience

When a signer wants to suggest changes:

1. Click "Suggest Edit" on the signing page
2. See the document with negotiable fields highlighted in blue
3. Click on any highlighted field to add a comment
4. Submit the change request

The signer writes a comment explaining what they want (e.g., "We need Net 45 instead of Net 30"). They don't edit the value directly.

Managing Change Requests

When a signer submits changes, the change manager receives an email notification.

For each change request:

Regenerating the Contract

Once all changes are processed:

1. Click "Regenerate Contract"
2. The contract is regenerated with updated values from Airtable
3. All signers receive a notification to review the updated document
4. Signers can now sign (or suggest more changes if needed)

Field Types

The change manager sees appropriate input based on field type:

After Signing is Complete

When all signers have signed:

1. Final PDF Generated

• All signatures and field values embedded in the PDF
• Certificate of Completion page added
• SHA-256 hash calculated for document integrity

2. Database Updated

• Signed PDF uploaded to your specified attachment field
• Field values (text, date, checkbox) mapped to your database fields

3. Notifications Sent

• All signers receive a completion email with the signed PDF attached

4. Webhooks Triggered

If configured, a webhook fires with:

• Document name and URL
• Signer details
• All field values

Certificate of Completion

Every signed document includes a Certificate of Completion page with:

This certificate provides legal evidence that the document was signed electronically.

Test Mode

Before going live, test your e-signature flow.

How to Use Test Mode

1. Click "Test" in the flow builder (instead of triggering a real automation)
2. A test document is generated
3. Signing works normally, but:
   • An orange "TEST MODE" banner appears
   • No Certificate of Completion is generated
   • The document is not legally binding

Test to Production

If you test a document, then regenerate it in production mode (same record):

• The same signing URL remains valid
• Test mode banner disappears
• Certificate will be generated upon completion

FAQ

Troubleshooting

Related Articles

Need More Help?

• Email: support@typeflow.us
• Chat: Click the chat icon in the app

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