How to add a signature field to documents

It is possible to add an e-signature box on a document layout like the BEO, Contract, Invoice, etc. for your guest or users to sign.

Because the e-signature box is a design element that lives on the layout itself, and because layout edits cannot be customized on an event-by-event basis, if you add a signature box, then that field will appear on 100% of the layouts you’ve edited (e.g. on all Contracts or all Proposals).

To add the signature field:

1. Navigate to Settings > Documents.
   
   
2. Click on the layout where you wish to add a signature box (either by clicking the layout name or by clicking “Edit Layout” to the right).
   
   
   
   
3. Scroll down in the left toolbar until you find Signature. Drag that and drop it on the page.
   
   
4. Click on that new signature field. In the horizontal toolbar that appears, you may: change the button text, make that signable only by staff (good for countersigning), require gratuity selection (good if you want the guest to use the Gratuity Selector to confirm their gratuity amount), or change the signature to initials.
   
   
   
   
5. Save Layout in the upper left.

Now your guests or event staff may sign electronically as desired. Again, this update impacts all versions of this particular layout, including existing events with this document set already created.