How to Create and Send Signature Requests

This guide saves time by walking you through the full signature workflow—from locating files for a tenant, property, or company to creating and placing signature/initial fields and sending requests. It also explains how to add new contacts, monitor signature status, and send reminders so you can manage and track signatures end-to-end without guesswork.

20 steps

How to Access File Management Modules

**The Companies, Properties, Tenants, and Contacts tabs have a Files tab that links to the specific company, property, tenant, and contact.** BEFORE YOU START, BE SURE TO NAVIGATE TO THE CORRECT FILES TAB SO THE SIGNATURE REQUEST(S) LINK TO THE CORRECT COMPANY, PROPERTY, TENANT, OR CONTACT.

From the navigation menu, select **Files**.

Files Overview

**REMINDER:** BEFORE YOU START, BE SURE TO NAVIGATE TO THE CORRECT FILES TAB SO THE SIGNATURE REQUEST(S) LINK TO THE CORRECT COMPANY, PROPERTY, TENANT, OR CONTACT.

How to Request Signature and Initials

You can only request signatures for a PDF file.

Locate **the PDF file** you want to request a signature for > Select the **file's checkbox**.

Select **Request Signature**.

Select the **Requester Email field** > Enter the **requester's email address** or **leave blank** to default to your email.

If you need to set the signing order, follow the steps [here](https://support.raamp.com/wiki/107).

Select **New Signer**.

Select **a name** or type a **new contact** to add. *If you need to add a contact, see the **How to Add a New Contact** section.*

Select **Create Signature Request**.

The document will open. E-Signature Page Overview & Keyboard Shortcuts

Scroll to **locate** where to add the **preferred field.**

Select the **preferred field** > Drag and drop the **preferred field** to the appropriate location.

Drag the field's **resize handles** to make it larger or smaller > Set the **preferred font formatting**.

If you do not size the field properly, it will cut off information.

Once you have added all the **preferred fields** to the document, select **Next**.

Complete the **information fields** > Select **Send for Signature**.

How to View Signature History

To view the signature status/history, locate **the PDF file** you requested a signature/initials for > Select the **file** > Select **Signatures**.

Here, you'll see a list of signature requests and their current status.\ \ Select the **green + icon** to expand for more information or to send a reminder email.\ \ If you need to send the signer a reminder email, select **Send a Reminder for a Signature.**

How to Add a New Contact

Enter the **signer's name** > Select **Add XXX** or select **Enter** on your computer's keyboard.

Select **(edit)**.

Select the **email field** > Enter the **contact's email** and any other preferred information.

Select **Save**.

**Related Tutorial(s):**\ \ [How to Set Signing Order](https://support.raamp.com/wiki/107)