Overview
Have a PDF such as a rental contract or house rules signed online and keep the signed document with the customer.
Last updated on
With Signatures you have a PDF such as a rental contract, house rules, a waiver or a guarantee signed online. The signers sign one after another, and you decide where on the pages each signature, initials field or input box goes. How to go about it is covered in Requesting signatures.
When everyone has signed, Tillor makes a signed PDF with evidence pages at the end. It then appears in the customer's Documents and every signer receives a copy. Your original PDF is kept unchanged.
Preparing, sending, reminding, withdrawing and canceling signing requests requires the Manage signature requests permission, in the Signatures group under SettingsUsers. If you do not have that permission, those buttons are greyed out. All users in your organisation can view requests and sign themselves when it is their turn.
Good to know
- A request has at most 10 signers and only PDF files, up to 250 MB.
- By default, people can sign for 14 days, until the end of the last day. You can choose another date.
- A signer whose turn it is gets a reminder after 3 days by default (you can choose 1 to 14 days), with a maximum of 2 automatic reminders. These go out with Tillor's daily check.
- When signing, the signer confirms with a 6-digit code. The code is valid for 10 minutes and a new one can be requested after 2 minutes.
- Your original PDF never changes. You can archive the original and the signed PDF but not delete them, because they are the evidence.
- The request gets the status Expired during the daily check, not at the exact moment the deadline passes.
Where to find it
- AdministrationSignatures shows all signing requests with their status and how many signatures are already in place.
- On a customer's profile, the Documents tab has the Request signatures button, with the customer's Signature requests below it.
How does this fit together?
A signing request always belongs to one customer and one PDF. The signers do not have to be the customer: a contact, a colleague or an external party can also sign.
How a request progresses
Statuses
| Status | Meaning |
|---|---|
| Draft | You are still preparing the request. Nothing has been sent yet. |
| In progress | The request has been sent and people are signing. |
| Completed | Everyone has signed and the signed PDF is with the customer. |
| Declined | A signer declined. The request has stopped. |
| Canceled | You or a colleague withdrew the request. |
| Expired | It was not signed in time. |
Per signer you see Waiting (not their turn yet), Link sent (their turn), Signed or Declined.
Who can sign
| Type | How that person signs |
|---|---|
| Customer | Via a personal link by email, or by text message if there is only a phone number |
| Contact | Like the customer, for a contact of that customer |
| Staff member | In Tillor itself, without a code |
| External party | Like the customer, with a name and an email address or phone number that you fill in yourself |
A customer, contact or external party can also sign at the desk, on a tablet with the Tillor app. See On the tablet at reception.
Automating
A signing request can start an automation. With Signature request completed you can, for example, create a task as soon as a rental contract is signed, and with Signature request changed you react to every status change. You can also send the same events as a webhook to your own system.
Requesting signatures
Following up a request
How someone signs
Evidence and validity
Winning a seasonal customer
Have the rental contract signed
Terms
- Signing request: the assignment to have one PDF signed, with signers, fields and a deadline. See signing request.
- Signer: someone who has to sign. A customer, contact, staff member or external party.
- Field: a place on the PDF where a signer signs, adds initials or fills something in.
- Draft: a request you are still preparing. Nothing has been sent yet.
- Evidence pages: the pages at the end of the signed PDF showing who signed, when and how. See evidence page.
- Seal: the digital signature of your organisation that closes the signed PDF. See seal.