Requesting signatures
Choose a PDF, add signers, place the signature fields and send the request.
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With a signing request, you let one or more people sign a PDF online. You make it in two parts: first you choose the customer and the PDF, then you set up the signers and fields in the editor. How to follow who has signed afterwards is covered in Following up a request.
Before you start:
- You need the Manage signature requests permission. If you do not have it, the Request signatures button is greyed out.
- The file must be a PDF, up to 250 MB. Tillor rejects any other file type with This is not a PDF. Choose a PDF file.
- Every signer needs an email address or phone number to receive the link or code. For a customer or contact, fill that in first in their details.
- Every signer needs at least one signature or initials field.
Making a signing request
Start the request
Choose where you start.
Go to AdministrationSignatures and click Request signatures. Choose the Customer.
Under Document, choose a PDF that is already with that customer, or leave Upload a new PDF selected and drag the PDF into the box (or click Choose PDF). Enter a Title, for example Rental contract 2027. If you leave it empty, Tillor uses the name of the document. Then click Continue.
An uploaded PDF is added to the customer's documents. Tillor never changes it: the signatures go on a separate copy.
Add signers
Under Signers, click Add signer and choose:
- Customer: [name]
- Contact of the customer
- Staff member
- External party: fill in Name, Email address and/or Mobile number and Language. At least one of the two contact details is required. Without an email address, the person gets the link by text message.
You can add up to 10 signers. They sign from top to bottom, and the next one only gets the link once the previous one has signed. With Sign earlier and Sign later (the arrows) you change the order, and with the bin icon you remove someone. In the box below the name you can optionally enter a Role, for example Tenant or Guarantor.
Every signer gets their own colour. You see that colour again on their fields in the document.
Place the fields
Under Fields for, choose the signer you are placing fields for. Then choose the type of field and tap or drag on a page of the document. Drag a field to move it and drag the corner to make it larger or smaller.
| Field | What the signer does |
|---|---|
| Signature | Places the drawn signature by tapping the box |
| Initials | Places the drawn initials by tapping the box |
| Name | Nothing: Tillor fills in the signer's name |
| Date signed | Nothing: Tillor fills in the day of signing |
| Text | Types one line, up to 200 characters, for example a number plate |
| Long text | Types a few lines, up to 2,000 characters, for example a remark |
| Checkbox | Ticks a condition |
| Date | Picks a date, for example an arrival day |
Click a placed field to select it. Below the buttons you then see:
- Signer: assigns the field to another signer, without drawing it again.
- For Text, Long text, Checkbox and Date also a Question or label (the signer sees it at the input box) and Required. A field that is not required may stay empty.
- The cross on the field deletes it.
If someone needs initials on every page, use Initials on every page. Tillor then places an initials field on all pages for that signer. As long as a signer has no signature or initials field, you see No signature field yet next to that person.
Set the message and deadline
Under Request, fill in:
- Title: as the signers see it.
- Message to the signers: optional, it appears in the email and on the signing page.
- Sign before: the final date. By default this is 14 days after creation. Signing is possible until the end of that day.
- Reminder after: after how many days (1 to 14) a signer whose turn it is gets a reminder. 3 days by default.
Send the request
Click Send and confirm. The first signer gets the link.
If you want to continue later, click Save draft. With the bin icon next to it (Delete draft) you discard the request, after confirmation. The PDF stays with the customer's documents.
What happens next?
- The request gets the status In progress. You find it on the customer under Documents and under AdministrationSignatures. Tillor reports Sent to the first signer.
- The first signer gets an email with a personal link, or a text message if there is only a phone number. Each following signer gets the link as soon as the previous one has signed.
- A signer whose turn it is and who does not respond automatically gets a reminder after the number of days under Reminder after, up to 2 times. You can always send a reminder yourself, see Following up a request.
- As soon as everyone has signed, the request becomes Completed and the signed PDF is with the customer.
- If the deadline passes before everyone has signed, the request becomes Expired.
If you want to change something while nobody has signed yet, or only you have, click Back to editing. The request becomes a draft again: the links that were sent stop working and everyone signs again once you send it again. If someone else has already signed, cancel the request and make a new one.
Do you want an automation to react to a completed request, for example with a task? Use the trigger Signature request completed, see Triggers.