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How to Send Documents for Signature
How to Send Documents for Signature

Learn how to get documents signed in Albi

Updated today

The signature experience described below is only relevant for PandaDocs and will be releasing soon.

If you need to send documents for signature using Albi, this guide will walk you through the entire process. Whether you’re working with files from the file manager, an estimate, a work order, or a purchase order, Albi makes it easy to capture signatures digitally.

This guide is specifically surrounding the experience sending documents for signature on the web, not mobile.

Where is This Supported?

Signatures can be captured for a file from the following locations in Albi:

  • File Manager

  • Estimates

  • Work Orders

  • Purchase Orders

Sending Documents for Signature

Option 1: Sending Without Opening the Signature Editor

If you press ‘Send & Close’ or ‘Send for Signature’ without opening the signature editor:

  • A signature field will automatically be appended at the bottom of the document.

  • The signer(s) will be required to sign in the provided field.

Option 2: Using the Signature Editor

If you press ‘Open Signature Editor’:

  • The signature editor, powered by PandaDocs, will open.

  • You can drag and drop different fields into the document, including:

    • Drop-downs

    • Tick boxes

    • Signature fields

  • Each field can be marked as either optional or required by selecting the field and adjusting its settings.

  • Each field is assigned to an individual recipient.

Managing Signature Requests

Cancelling a Signature Request

If a document has not yet been signed, you can cancel the request:

  1. Locate the associated file in Albi.

  2. Click on the file.

  3. Press the ‘Cancel Signatures’ button.

Understanding Signature Request Details

‘Requester’ with ‘[email protected]

  • When using the ‘Fillable Fields For’ dropdown, you may see ‘Requester’ associated with [email protected].

  • This is required for supporting PandaDocs but is otherwise not needed and can be ignored.

Where Does the ‘Message’ Field Appear?

  • The message field appears below the signature request in the recipient’s email.

  • This is useful for providing context or instructions for the signer.

Example Email

When a recipient receives a signature request, the email will look similar to this:

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