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Send a document for e-signature and track it

No printing, scanning, or a separate e-signature service. Once a document is generated in Formaliq, you can mark where your client signs, email them a signing link, and watch its status until it's signed. Every step is recorded in an audit trail you can download as proof.

The example follows a fictional firm, Harbor & Lane Law, getting an engagement letter signed by its client, Elena Brooks.

What you'll build​

A signed document, with its status, the finished PDF, and a downloadable audit trail in one place:

The signature page for Engagement Letter - Elena Brooks, showing status Completed and 1 of 1 signatures completed

Time needed: about 5 minutes to send. Your client needs a couple of minutes to sign.

Before you start​

Step 1: Start from the generated document​

Open the generated document's page (from your workspace, go to Documents and click it) and click Send for Signature.

The generated document’s page, with the Send for Signature button highlighted

Formaliq creates a signable copy of the document, in Draft, and opens its signature page.

Step 2: Open the signature box editor​

The draft has no signature boxes yet. Click Edit Signature Boxes.

The new signature page in Draft, with no signature placeholders yet and the Edit Signature Boxes button highlighted

Skip this step next time

Add signature spots to the template itself, and every document generated from it arrives with them already in place. See Signature Placeholders in Templates.

Step 3: Place the signature box​

In the document, click where the signature should go, for example just after Agreed and accepted:. Then, under Add Placeholder, enter the signer's email address and name, leave Type as Signature, and click Add at Cursor.

The Edit Signature Boxes page with Elena Brooks’s email and name entered, Type set to Signature, and the Add at Cursor button

The box appears in the document and under All Placeholders. Add as many as you need: a box for each signer, or Initials and Date boxes using the Type dropdown. When you're done, click Save.

The engagement letter with a signature box placed after Agreed and accepted, and one placeholder listed

Step 4: Send it​

Back on the signature page, check the signers and placeholders, then click Send Invitations.

The signature page with one signer and one placeholder, and the Send Invitations button highlighted

Each signer gets an email with a Review & Sign Document button. The link stays valid for 30 days.

The signature request email Elena Brooks receives, with the document name, deadline, and a Review and Sign Document button

Step 5: What your client sees when signing​

Your client opens the link in any browser, on a computer or a phone. They go through three short steps.

1. Agree to sign electronically. They read the electronic records and signatures disclosure, tick the box, and click I Agree & Continue.

The Electronic Signature Consent page, with the consent box ticked and the I Agree and Continue button highlighted

2. Create their signature. They draw it with a mouse or finger, or type their name, then click Review & Sign Document.

The Create your signature step, with Elena Brooks’s typed signature ready and the Review and Sign Document button highlighted

3. Sign the document. They scroll through the whole document, click each signature box to apply their signature, and click Submit.

The signing view with Elena Brooks’s signature applied to the document, all fields signed, and the Submit button

They see a confirmation, and get a copy of the signed document by email once everyone has signed.

The Document Signed Successfully confirmation the signer sees

Step 6: Track it and get the signed copy​

Open the document's signature page any time to see where it stands. The Status card shows Draft, Pending while it's out for signature, and Completed once everyone has signed. Signature Progress shows how many of the boxes are signed, and each signer is listed with their own status.

When it's complete, use Quick Actions to:

  • View Signed Document: the final signed PDF.
  • Copy Public Link: a link to the signed document you can share with anyone.
  • Download Audit Trail: a PDF record of every step, for your file.

The completed signature page with View Signed Document, Copy Public Link, and Download Audit Trail under Quick Actions

The Activity tab lists every event as it happens: when the document was created, sent, opened, and signed, and by whom.

The Activity tab listing each event, from Document Created to Signature Added, with who did it and when

Troubleshooting and FAQ​

My client didn't get the signing email​

Ask them to check their spam or junk folder. Then, on the signature page's Invitations tab, open the menu on their row and choose Resend Invitation or Send Reminder.

I made a mistake after sending​

Click Recall Document. It cancels every signing link, returns the document to draft so you can fix it, and records your reason in the audit trail. Then send it again.

Can several people sign the same document?​

Yes. Add a signature box for each signer's email address in Step 3. Each gets their own email, and the document completes when everyone has signed.

Is an e-signature from Formaliq legally binding?​

Signers agree to sign electronically under the U.S. ESIGN Act and UETA before signing, and every step is recorded in a tamper-proof audit trail. See The Signing Experience and Audit Trail.

Next steps​

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