Quick Start - Sign: Using your Sign Hub

Overview

The Sign Hub allows authorized users to send agreements and attachments directly to Signature without using a template or drafting process in Finalize.
It also allows a detailed view of all assigned and sent signature requests per user. 

Covered in this guide:

• Accessing the Sign Hub
• Overview of the Sign Hub
• Sending an agreement out for signature, including attachments
• Viewing your Signature Requests

Getting Started

Before accessing the Sign Hub, be sure that you have the required role permissions.
Learn more about Sign roles HERE.

1. Log into LinkSquares. If you are a new user, you should have received a welcome email or your company's LinkSquares Administrator has advised how to log in. Reach out to your LinkSquares Administrator if you have questions about how your company logs in.
2. From your default page, click into the waffle and choose Sign
    
   
3. The Sign Hub main page opens

Sign Hub Overview

Sign Hub is made up of four main sections:

1. Inbox: Find active signatures (agreements) directly associated with you. 

• Agreements in need of signature
• Agreements waiting to be signed by other recipients
• Agreements that have been fully signed
• Agreements routed through Finalize using SIgn 

View All opens the Signature Requests page set to the Inbox view.

2. Sent: Agreements sent to signature by yourself through the Sign Hub or Finalize.

• Out for Signature: Agreements, pending signatures from recipients.
• Fully Signed: Agreements, completed that have been fully signed.
  
  Clicking “View All” will open the Signature Requests page set to the “Sent” view.
  

 3. Requests Available: How many Sign-signature requests are available for your organization. Hovering over ? shows how many total signature requests are included in the current plan.

 4. Start a Signature Request:

• Initiate signature requests without a standard drafting process.
• Send agreements directly to signature. The agreement syncs with Finalize through the signature process.
• Signature requests can also include attachments, grouping relevant documents requiring attention from the same party. Learn more about grouping attachments, HERE

  5. The Signature Requests Page:

• View your Inbox and Sent signature requests.
• For more information, visit the Viewing your Signature Requests section.

Sign Hub: Send an Agreement Out for Signature

Start a Signature Request:

•  
  • Upload the document. Choose browse or drag the document into the section.
  • Compatible file types include DOCX, Doc, and PDF.
  • Need to add attachments: click on + in the Attachments subsection, then browse, select a document or drag and drop to the page.
  • Once you have selected all files, choose Start
•  
  • Enter a name for the agreement and choose whether you would like to request signatures in bulk, then, Continue
    
     
    •  
      • Select recipients and add a message to your signature request.
        • In the Recipients section, click the + to choose your recipient(s).
        • Multiple recipients: Choose a signing order by enabling the Ordered option.
        • This allows drag and drop recipients in any order. Each recipient will have to wait for the previous recipient to sign before they can sign the agreement.
      • From the Add recipient popup, select an existing contact or create a new one by typing in their Name, Email, and Title*.
        •  If the recipient is a required signer, you can enable the “Needs to sign” option.
        • * Title is not a required field
    • Save when the contact has been selected. Repeat this process for all recipients.

Edit or remove a recipient and choose the (vertical dots) menu to bring up the options.

• Need to include a message with your signature request: Enable the Message section, add a customized message all recipients will receive via email.
  Messages have a 500-character limit and do not support rich text formatting.
  
• Once your recipients and message are completed: Save and Continue in the top right-hand corner of the screen.

The right side panel will show the fields available for each recipient. 


Select the recipient from the dropdown menu and drag each field you want to be filled out.

Each recipient will have their own color to represent their field(s).

• Once fields are complete for each recipient, choose Send Request in the top right-hand corner
• Agreements that have been sent out for signature, a Finalize agreement is made in the Out for Signature status. All recipients will receive an email with the request.
• If an ordered list is selected, recipients will receive an email when it is their turn to sign.
• View your sent signature requests by visiting the Sign Hub and choose the Signature Requests page or Out for Signature in the Sent section of your Sign Hub.

A featured Academy video detailing the Sign Signature workflow can be viewed HERE.

Viewing your Signature Requests

Full View of Signature Requests

The Signature Requests page of Sign provides options to filter through your Inbox and Sent signature requests. View all signature requests that you have permission for. If you are a Sign admin, you can view all signature requests for your organization.

Signature Progress (Details)

Choosing Details for any signature request will give a detailed look at the signature request’s history and progress. This includes the requestor of the signature request and each recipient’s progress.

You can also reassign recipients here if needed.

Searching and Filtering through Signature Requests

The Search bar is helpful to search by recipient for a signature request. The View dropdown provides the Inbox, Sent, or All signature requests view. 

Signature requests can also be filtered by three categories:

• Linked Agreement(s)
• Requests by
• Creation Date

To filter by a category, click the filter button beside the corresponding column header.

Note: 
If a user does not have access to the Sign Hub, they can see their completed signature agreements by looking at the Finalize Main Page and filtering to Fully Signed agreements.

Additional Sign Resources

Learn more about Sign through our knowledge base articles HERE.