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Request e-signatures on documents

New feature

You can now collect e-signatures on documents directly inside Arbo — no third-party signing tool or back-and-forth email chains needed. Upload a document through Chat & Docs, mark exactly where signatures belong, and Arbo handles the notifications, signing experience, and status tracking for you.

Requesting a signature​

  1. From the firm side, go to the company and open Chat & Docs.
  2. Upload your files and select the E-Sign Required checkbox.
  3. Add and manage the signers who need to sign the document.
  4. Configure the signature fields and place them exactly where signatures are required — you have full control over the placement on each page.
  5. Click Request E-Signature.

Each signer receives an email notification with everything they need to review and sign the document.

The signing experience​

Signers can review the full document before signing, and can add their signature in whichever way suits them best:

  • Draw — sign with a mouse, trackpad, or finger, just like on paper.
  • Type — type their name and use a generated signature style.
  • Upload — upload an image of their existing handwritten signature.

Once signed, the completed document is uploaded back automatically.

Staying in control as the requester​

You stay informed and in control throughout the process:

  • Get notified — you receive an email notification as soon as the signer has signed the document.
  • Resend reminders — if a signer hasn't acted yet, resend the email notification with one click.
  • Cancel anytime — cancel an e-signature request if the document is no longer needed or was sent in error.
  • Share a direct link — copy the signing link and share it with the signer over any channel, handy when email isn't the fastest way to reach them.