Getting started with electronic signatures
You can obtain electronic signatures on your document in a variety of ways. If you are using our SmartForms, their built-in technology will automatically recognize the fields requiring signatures and initials. All parties will be prompted with signature tags and a progress bar to track their progress.
DealTap also allows you to add manual signature fields to an uploaded file that is not a SmartForm.
Electronic signatures can be obtained in one of two ways:
- In person: This is no different than obtaining signatures in person using pen and paper. Instead, you are simply using an electronic device (such as a cell phone, tablet, laptop, or computer) to sign the deal.
- By sharing the document: The added convenience is there for both parties because you don’t have to be physically in front of your clients to obtain their electronic signatures. As long as they have access to the Internet (through their cell phone, tablet, laptop, or computer) they can easily sign the deal.
Deal Tip: DealTap keeps a detailed audit trail of all changes made, including all signatures and initials that are added to the deal. This can be viewed by clicking on “History” on the top of the agreement in DealTap.