E-signature: send contracts and agreements to sign on any phone

What is EasyTaskr e-signature for?

It is for getting a document signed without printing, posting or chasing paper. Typical uses in a small business are a trade credit agreement with a new customer, a hire agreement, a confidentiality agreement with a supplier, or terms attached to a large order. The person signing can do it on their phone in a couple of minutes.

E-signature is a separate part of EasyTaskr that is switched on per business, so you will see Sign in the menu once it is on for you. It has its own pages: Home, Documents, Saved documents, Public links, Reports, Your plan and Connections.

How do I start a document?

Press New document and pick one of five starting points:

The ready-made agreements are starting points, and the screen says they have not been reviewed by a lawyer. For anything that matters, have your own adviser read the final wording.

How do I choose who signs?

The Who signs step lists each person by name and email, with an optional mobile number so they also get the link on WhatsApp. You choose the order:

• Everyone at once, when it does not matter who goes first.
• One after another, when the second person should only sign after the first.
• In groups, when two people sign together and then a third approves.

Each person is a signer, an approver, or someone who only gets a copy. For each one you can set a last day to sign, add a note just for them, ask them to attach something such as a photo ID or proof of address, or protect the link with an access code. You can also add a rule so a person is only asked when a condition is met, for example only asking a director to approve when an order is over a set amount.

What does the signer see?

The signer gets a link and opens it on a phone or computer, with no account to make. They review the document, and can read a short plain-English summary of it. Then they add a signature by drawing, typing or uploading a photo of a signature on paper. Before the final button they tick "I intend to sign this document and agree to be legally bound by it", then press Sign document. Afterwards they can download their copy, and a copy is also emailed.

If the signer is standing next to you, you can hand them your tablet: the in-person option tells the screen that they are here with you and the device has been handed over.

Step by step: send an agreement for signature

1. Open Sign and press New document.
2. Choose Upload your own PDF and pick the file, or choose a ready-made agreement.
3. In Who signs, add the first person's name and email, and their mobile number if you want them to get it on WhatsApp too.
4. Add anyone else, set each person's role, and choose Everyone at once, One after another or In groups.
5. Set the last day to sign, and add a short note so they know why they are getting it.
6. In Place the boxes, drag a Signature box where each person signs, and add Initials, Date, Text or Checkbox fields where needed.
7. Check the preview page by page, then send it.
8. Watch the document's status move from Waiting to part signed (such as 1 of 2) and then Signed.
9. If someone is slow, press Send reminder; automatic reminders also go after 24 and 72 hours.
10. When it is signed, press Download signed copy and Download the certificate, and keep both with the customer's records.

If the document is about an order, you can start it from the order itself: the order's Documents panel has Send for signature.

What do the statuses mean?

A document is always in one of these states, shown on the Documents list:

How is the signed document protected?

Every step is recorded in a history that is written once and never changed. Each event is chained to the one before it, so a gap or an edit would show. The History on the document lists what happened, and every event goes onto the certificate of completion with the IP address, the device and the time in UTC.

When the last person signs, the document is flattened so the boxes can no longer be moved, and a certificate page is added to the end. Sealing the same document again gives the same file, which matters if anyone ever asks you to prove that the copy you hold is the one that was signed.

Where does this save the most time?

On anything that waits for a signature before money moves. A worked example: a wholesaler opens 6 new trade accounts a month, each needing a signed credit agreement. By post, the average wait is 8 days and 2 in 6 forms come back with a page missing. Sent for signature with the signature and date boxes placed, the form cannot come back incomplete, and a signer who opens it on the day it arrives finishes in minutes. Those figures are only an example, but the pattern holds: the delay is usually the paper, not the customer. Our guide on getting invoices paid faster covers what to put in terms so the agreement does its job, and customer credit for wholesalers covers when to ask for one.

What else can it do?

Public links are documents anyone can sign from a link, useful for a standard form many people complete. You can send the same document to many people at once with bulk send. Connections offers webhooks and API keys for a developer who wants to start signing from another system.