The signature experience described below was released Saturday, February 8th.
Why Did We Update?
We are transitioning from Sertifi to PandaDocs as our e-signature provider because Sertifi has proven to be unreliable.
PandaDocs is a more stable and feature-rich platform that enhances your ability to send documents for signature with a seamless and customizable experience. This transition ensures:
Increased reliability for e-signature processing.
Expanded functionality, allowing more control over the signature experience.
No disruption to existing workflows—only improvements.
Where Can You Send Documents for Signature?
You can send documents for signature from the following locations in Albi:
File Manager
Estimates
Work Orders
Purchase Orders
Albi Mobile
This guide specifically covers how to send documents for signature on the web, not mobile.
Sending Documents for Signature
Option 1: Sending Without Opening the Signature Editor
Input your Signer(s)
Note: The first signer that you enter in the 'Signer(s)' field will be the one that is assigned all digitized fields within the document.
Input the Expiration Date and/or an Email Message (Optional)
Press “Send & Close” or “Send for Signature” without opening the editor:
A signature field will be automatically appended to the bottom of the document.
The signer(s) must sign in the provided field.
Option 2: Using the Signature Editor
Input your Signer(s)
Note: The first signer that you enter in the 'Signer(s)' field will be the one that is assigned all digitized fields within the document.
Input the Expiration Date and/or an Email Message (Optional)
Press “Open Signature Editor”:
The PandaDocs editor will open.
Adding fields to the document
You can drag and drop different fields into the document, including:
Signature fields
Drop-downs
Tick boxes
Etc.
Each field can be marked as optional or required by selecting the field and adjusting its settings via the 'Properties' button
Each field must be assigned to a specific recipient.
Change the field to 'Requester' to unassign a field
Fields with the 'Requester' assigned will not be assigned to any recipient
Note: If any field has a value in it before it is sent, that field will not be editable by any recipient
When you're done, press 'Send' to send the document for signature to the identified signer(s)!
Managing Signature Requests
Canceling a Signature Request
If a document has not yet been signed, you can cancel the request:
Locate the associated file in Albi.
Click on the file.
Press the ‘Cancel Signatures’ button.
Understanding Signature Request Details
‘Requester’ with
[email protected]You will see
[email protected]listed under “Requester” when assigning fillable fields.This is required for PandaDocs to function correctly and should not be removed otherwise your signature request will fail to send.
Message Field in Emails
The message field appears below the signature request in the recipient’s email.
This is useful for providing context or instructions for the signer.
Below is an example email that a signature request recipient would get
FAQs & Troubleshooting
Can I add multiple signers to a signature request?
Yes, you can! PandaDocs allows you to add multiple signers and assign specific fields to each.
If one signer declines, what happens?
If one signer declines, the entire signature document is declined, and you will need to send a new request.
How are emails sent for signature requests?
If your company has set a default email in Company Settings, all e-signature requests will be sent from that email.
If no default email is set, requests will be sent from each Albi user’s personal email.