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Sales & money

Get a document signed (Sign)

Send a contract or form to be signed on any phone, with a signed PDF and a full record.

Where to find it: Menu → Sign → New document For everyone 5 min

Before you start

  • The signer's name and email (or mobile).

The steps at a glance

1Open Sign2New document3What needssigning?4Who needs tosign?5Message and send
Step 1 of 5
  1. In the menu on the left, tap Sign. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/documentsCompanyFlowHQApplicationsBookings & S…DealsSignPaymentsLoyaltyReviewsSignSearch ⌘KMenuApplicationsBookings & SalesDealsSignPaymentsLoyaltyReviews
  2. Tap New document.

    companyflowhq.com/documentsCompanyFlowHQApplicationsBookings & S…DealsSignPaymentsLoyaltyReviewsSignSearch ⌘KNew documentDocumentsTemplatesSignNew documentDocumentsTemplates
  3. Tap Use a template or Upload a PDF (up to 15 MB). Give it a Document name. Tap Next.

    companyflowhq.com/documentsCompanyFlowHQApplicationsBookings & S…DealsSignPaymentsLoyaltyReviewsSignSearch ⌘KUse a templateAgreements, consent forms, NDAs…Upload a PDFAny PDF up to 15 MBNextSignUse a templateAgreements, consent forms, NDAs…Upload a PDFAny PDF up to 15 MBNext
  4. Add each person's Full name, Email and Mobile. Tap Add me to counter-sign if you sign too. Tap Next.

    companyflowhq.com/documentsCompanyFlowHQApplicationsBookings & S…DealsSignPaymentsLoyaltyReviewsSignSearch ⌘KFull namePriya ShahEmailpriya@example.comAdd me to counter-signSignFull namePriya ShahEmailpriya@example.comAdd me to counter-sign
  5. Check the message, Link expires after and Automatic reminders, then tap Send for signature.

    companyflowhq.com/documentsCompanyFlowHQApplicationsBookings & S…DealsSignPaymentsLoyaltyReviewsSignSearch ⌘KAutomatic remindersEvery 2 daysSend for signatureSignAutomatic remindersEvery 2 daysSend for signature

✅ How do I know it worked?

  • The document shows Waiting, then Completed. Tap Download signed PDF.

⚠️ Common mistakes

ProblemThey didn't get the email.FixOpen the document and tap Remind, or copy their link and send it by WhatsApp.
ProblemTemplate wording isn't right for your business.FixTemplates are a starting point, not legal advice. Edit the wording before sending.

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