Requesting signatures and adding fields

When you need staff to sign something — a policy, an offer, an onboarding form — you send it from Signature Requests. This guide covers sending requests, placing fields on a document, and tracking them after.

Open Signature Requests (/dashboard/signatures). Sending requests is available to admins, directors, and managers. The feature runs off the E-Signature System toggle, which is on by default.

Send a request

1. Click Request Signatures.
2. Pick the documents to send. These come from your Files — categories like "Policies & Procedures", "Onboarding", and "Offer Letters".
3. Choose the staff who need to sign. Use Select All Staff to send to everyone at once.
4. Optionally set a due date.
5. Click Send N Request(s).

Enmantle creates one request per file per person, so each staff member signs their own copy. Every recipient sees it in their My Signatures list.

Two kinds of documents

How a document gets signed depends on its type:

• Whole-document — the signer reads it, ticks an agreement checkbox, and signs once for the entire document. Nothing to place.
• Field-based — you place specific fields on the PDF, and the signer fills exactly those spots. This produces a merged, signed PDF.

Choose field-based when you need signatures, initials, or dates in precise places — a multi-page policy or an acknowledgment with several sign-off points.

Place fields on a PDF

For a field-based document, position the fields where the signer should act:

1. SIGNATURE — where they draw their full signature.
2. INITIALS — for initialing a page or clause.
3. DATE_SIGNED — where the signing date is recorded.

Place each field on the page where it belongs. When the person signs, Enmantle drops their hand-drawn marks into those exact positions and merges everything into the final signed PDF.

Signatures are hand-drawn on Enmantle — there's no typed signing. Your job as the sender is to place where they sign; the signer draws the actual mark.

Track requests

Back on Signature Requests, each request carries a status badge:

• Pending — sent, not yet signed.
• Signed — done.
• Declined — the person declined.
• Expired — the due date passed without signing.

Watch Pending and Expired and follow up with anyone who hasn't signed.

Cancel or download

• Cancel a request that's still Pending if you sent it in error or no longer need it.
• Download the signed PDF once a request reads Signed, for your records or the person's file.

Tie a request to onboarding

A request can be linked to an onboarding checklist, so signing it helps move that hire's onboarding along. To manage the files you send from, see Managing company files.