@extends('layouts.app') @section('title', 'Signature Request') @section('content')

Request a Signature Request a Signature @if($templates->isEmpty()) To request a signature, you first need a template with signature or fillable fields. Add a template and customize it with the fields you need before sending it for signature. @else Choose one or more templates, add the required signers, and configure options such as signing order, field visibility, and the message sent with the request. @endif

Select a template and set up your signature request.


@if(session('is_plan_has_storage') === 'Yes' && $templates->isNotEmpty())

Package ID: {{ $package_id }}

@endif
@if(session('is_plan_has_storage') === 'Yes' && $templates->isNotEmpty()) @endif
@if(session('is_plan_has_storage') !== 'Yes')

Plan Storage Limit Reached

You reached your plan storage limit. Please upgrade your plan to continue requesting signatures.

@else @if($templates->isEmpty())
No signable templates available yet
+ Add Template
@else
@csrf

Select Documents Document Selection Choose one or more document templates to send for signature. Only templates that contain configured fillable fields are available for selection.

@foreach($templates as $row)
{{ $row->template_title }}
{{ $row->template_no_of_signers }} signers
@endforeach

0 templates selected

Signature Preferences Preferences Configure options such as sequential signing order and field visibility settings.

Default settings applied

Signing Mode Signing Mode Choose whether to send signature requests by email or collect signatures in person during a face-to-face session.

No mode selected

Add Signers Signer Details Add the names, email addresses, and other details for each signer.

Signer details not added

Prefill Data Prefill Data Enter initial values for document fields designated for the sender. This information will be populated in the document before it is sent to the signers.

Prefill data not added

Message To Recepients Custom Message Enter a custom message to include with the signature request. If left blank, the default email template message will be used.

Default message will be used

Pre-filled Document Fields Pre-filled Document Fields These fields were configured as pre-fill fields when the template was prepared. Enter any required values before sending the document for signing. Pre-fill fields are completed by you and are not assigned to signers. Learn More

Select documents to see available prefill fields.

How it works

1. Select Documents

Choose one or more templates. Use the Preview icon to view.

2. Configure Preferences

Set Sequential Signing or Field Visibility.

3. Choose a Signing Mode

Select Remote via Email or In-Person.

4. Add Signer Information

Enter name and email for each signer.

5. Customize the Email Message

Add a personalized message using the rich text editor.

6. Review and Send

Review everything and confirm to send.

Preferences

Sequential signing
Signers must sign in order
Field Visible
Visible to all signers

Signing Mode

Signer Information Recipient Entry Enter recipient details below. Syncs automatically if Sequential Signing is ON.

Select templates first.

Email Message

{!! $email_settings_data->signature_email_body ?? '' !!}

Review & Send

Templates

Prefill Values

None

Mode

Signers

@endif @endif

Preview

@endsection