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How to Sign Documents Using CompanyCam

Learn how to fill in all the blanks, like name, date, signature, on documents in CompanyCam.

What You’ll Learn

In this tutorial, you’ll discover how to navigate and use the signature request feature in CompanyCam. Watch a step-by-step walkthrough of the process your signer will experience, from receiving the email to completing the signature.

  • Email Notification: Learn how the signer receives an email with a clear Review and Sign’ button to start the signing process.
  • Document Review: The video shows how the signer reviews the document and acknowledges that it is not legally binding until signed.
  • Filling Fields: See how to fill in fields and navigate through the document, including adding a name and choosing between drawing, typing, or uploading a signature.
  • Legal Agreement: Understand the final steps where the signer confirms the document as legally binding.
  • Completion: The process ends with a confirmation screen showing the document status as signed.

By the end of this video, you should be comfortable with the end-to-end process of sending, receiving, and completing signature requests through CompanyCam, ensuring clarity and legal compliance for your documents.

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