Sign a Document
Some documents in your Document Library require a signature, such as safe work practices or policy acknowledgements. Signing a document confirms you've read it and creates a permanent record of when you signed, which your company can use for compliance and audits.
Use this article any time you need to sign a document that's been shared with you.
Steps
- Click Documents in the left sidebar.
- The Library tab opens by default, showing your document folders.
- Click the folder that contains the document you need to sign.
- In the Actions column, find the document and hover over the signature icon.
- If you haven't signed the document, the tooltip reads Sign.
- If you've already signed it, the tooltip reads View Signatures.
- Click Sign to open the document.
- A signature box appears at the bottom of the screen.
- If you have a saved signature, it fills in automatically.
- If you don't, draw your signature directly in the box.
Tip: To redo your signature, click the trash icon in the top-left corner of the signature box, then draw again.
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Click Sign Document.
What Happens Next
Your signature is saved immediately. The document stays in the Library, but two columns update in the folder's table:
- Total Signatures increases to reflect the total number of signatures collected on the document.
- Signed By You shows the date and time you signed.
The document also appears under the Signed tab, where you can filter by document, worker, or site to find any signed copy later.
Frequently Asked Questions
Why can't I find a document I need to sign?
You likely don't have access to the folder or document. Documents are only visible to users assigned to the relevant site, so a missing document usually means a site assignment issue rather than a permissions error.
What's the difference between the Library and Signed tabs?
Library shows all documents in a folder, signed or not. Signed is a filtered view of documents that have been signed, and lets you search by document, worker, or site.
Do I need to draw a new signature every time?
No. If you've saved a signature before, it fills in automatically. You can still overwrite it by clicking the trash icon and drawing a new one.
Can more than one person sign the same document?
Yes. The Total Signatures column reflects everyone who has signed that document, not just you.
Does signing remove the document from the Library?
No. It stays in the Library with updated signature data, and a copy also appears under the Signed tab.
What if I make a mistake in my signature?
Click the trash icon in the top-left corner of the signature box before you click Sign Document, then draw your signature again.
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