How to Request Signatures
When viewing a PDF file, you can set up and send the file for electronic/digital signing. This can either be done by: sending a fillable pdf format file; or completing a word document, saving it as a pdf, and uploading it to the data room. When you are ready, you can then send the document for signature.
See also the user guide on fillable pdf's as well as the user guide on using (eversign), Xodo Sign:
Phundex User Guide- Editable/Fillable PDF's
User Guide- E-signing with Eversign
- Go to the Pathway where the file you want to be signed is stored
- Click on the file name (PDF files only)
- Click on Request Signatures
- Click on the + button to add all of the signatories you require to the document. They do not need to be Team Members or Members of your Network to sign a document.
- If you don’t have an (eversign) Xodo Sign account, you can set up one for free – otherwise, click Send to (eversign) Xodo Sign. This will launch Xodo Sign (eversign) , allowing you to click-and-drag signature fields into the document and send for signature.
- if you use a different e-signature service you will need to select the link on the platform (currently hello sign and docusign) or download the document and sign on your usual platform
Please let us know if there are other e-signature platforms for which you would like links added. In subsequent releases, we will be adding additional links and/or direct access to other e-signature systems. depending on what is permitted by those e-signature systems.
