Signature Certificates

Signature certificates record signing details for supported signed requests, order-form submissions, and documents. Keep the certificate with the corresponding work or agreement.

Collect a Request or Order-form Signature

1. Edit the service request form or the order form and add a Signature field.
2. Give it a clear label explaining the acknowledgment, and make it required when appropriate.
3. Save the service or form. Publish it when it should be available to clients.
4. Open the client-facing form and test the field: enter a full name and draw a signature in the pad.
5. Use Clear if the signature needs to be redrawn, then complete and submit the form.

Required signature fields need both the signer's name and the drawn signature. They are part of the submitted form, rather than the separate multi-recipient signing flow used by proposals and contracts.

Find the Captured Signature

For a request, open the submitted brief in its Activity/details area and find the signature field. It displays the captured signer name and signature. When that submission has a generated certificate, the field also shows its certificate number and download control.

For an order form, open the form's submissions and select the relevant submission. Review the signatures/certificates section and use the available view or download action for the matching signature. A form can contain more than one signature field, so check the field label and signer before choosing a certificate.

Open a Request or Order-form Certificate

Use the certificate link available with the signature record. The link includes the certificate number and opens a PDF. Available public paths are:

• Order-form signature: /certificates/signature/<certificate-number>
• Request signature: /certificates/request-signature/<certificate-number>

Append /download to the corresponding path to download the PDF instead of viewing it in the browser. These are certificate links, rather than a separate search-and-verify page in workspace navigation.

Check a Certificate

The certificate number is checked against the signature record when the PDF is opened. An unknown or invalid number returns a not-found response. Verification endpoints also return the matching signing details for supported certificate types.

Anyone with a public certificate URL or number may be able to access its signing details. Share it only with the intended recipients.

Document Certificates

For a signed proposal, quote, or contract, use the certificate download action available on that document. See Documents for the separate document-signing workflow.

Troubleshooting

• Certificate not found: Copy the complete certificate link from the signature record and check that you are using the correct certificate type.
• PDF opens instead of downloading: Use the download action or the path ending in /download.
• No certificate action: Check that the relevant signing step has been completed.