eSignature

Send documents for electronic signature from matter files and auto-file signed copies back to FRITH.

DocuSignAdobe Acrobat SignHelloSign (Dropbox Sign)

eSignature requests consume eSignature credits from the document suite allocation. Each signature request (one document sent to one or more signers) = 1 credit. Credits are purchased separately from your subscription. View remaining credits under Settings → Subscriptions → Document Credits.

Sending a document for signature

  1. 1Open a matter → Documents tab → select the document you want signed.
  2. 2Click the three-dot menu → Send for Signature.
  3. 3Select the eSignature provider (DocuSign, Adobe, HelloSign).
  4. 4Add signers: enter name and email for each signer. Drag their signature field to the correct position in the document.
  5. 5Set signer order: toggle "Sequential signing" if signers must sign in a specific order (e.g. client signs first, attorney countersigns).
  6. 6Set a reminder: automatic reminder emails are sent after 3 days and 7 days if the signer hasn't signed.
  7. 7Click Send. Signers receive an email with a link to sign.
  8. 8When all signers complete their signatures, the signed PDF is automatically filed to the matter's Documents tab and you receive a notification.

Signature envelope management

  • Track the status of each signature request from the matter Documents tab (Sent / Viewed / Signed / Declined).
  • Void an envelope: click the envelope → Void. Signers are notified and the link expires.
  • A Certificate of Completion (audit trail) is attached to the signed document.
  • If a signer declines: you are notified with their decline reason. You can correct and resend.

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