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Collecting / Viewing Document Signatures

While Pike13 automatically requires new and existing clients to sign enabled waivers upon login, you can also manually collect signatures for unsigned or miscellaneous documents using several alternative methods.

In this article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ❌Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Mobile Browser/Client App

Collect a signature

  1. Click on the 3 bars in the upper left hand corner
  2. Select Clients.
  3. Search for and select the client’s name
  4. In the menu bar under the client's profile picture, click on the pencil icon. mceclip0.png
  5. Select Sign a Document.
  6. Choose the document that needs a signature.
  7. Do one of the following:

    • To open the online document for signing on a mobile device, click Sign in person

    • To email the client a reminder that includes a link to the online document, click Sign by email

    • To confirm that the client has signed on paper, click Already signed offline, then select OK

View a signed document

  1. Choose Clients at the top of any page.
  2. Select the appropriate client profile.
  3. In the right hand menu under History, click on Signed Documents.
  4. Click on the document you wish to view.
  5. Click View as a PDF to see the signed document.

Download a signed document

  1. Choose Clients at the top of any page.
  2. Select the appropriate client profile.
  3. In the right hand menu under History, click on Signed Documents.
  4. Click on the document you wish to view.
  5. Click View as a PDF to see the signed document.
  6. In the upper right hand corner, click on the down arrow to download the pdf.

Note

Downloading documents in bulk

Documents can only be downloaded one at a time. If you wish to have all of your documents downloaded, please reach out to help@pike13.com. Pike13 does offer bulk downloading as a professional service and can provide you with a quote based on the number of documents.

Desktop Browser

Collecting a signature for a document

  1. Go to Clients
  2. Search for and select the client’s name
  3. In the menu bar under the client's profile picture, click on the pencil icon. mceclip0.png
  4. Select Sign a Document.
  5. Choose the document that needs a signature.
  6. Do one of the following:

    • To open the online document for signing on a mobile device, click Sign in person

    • To email the client a reminder that includes a link to the online document, click Sign by email

    • To confirm that the client has signed on paper, click Already signed offline, then select OK

Viewing a signed document

  1. Choose Clients at the top of any page.
  2. Select the appropriate client profile.
  3. In the right hand menu under History, click on Signed Documents.
  4. Click on the document you wish to view.
  5. Click View as a PDF to see the signed document.

Download a signed document

  1. Choose Clients at the top of any page.
  2. Select the appropriate client profile.
  3. In the right hand menu under History, click on Signed Documents.
  4. Click on the document you wish to view.
  5. Click View as a PDF to see the signed document.
  6. In the upper right hand corner, click on the down arrow to download the pdf.

Note

Downloading documents in bulk

Documents can only be downloaded one at a time. If you wish to have all of your documents downloaded, please reach out to help@pike13.com. Pike13 does offer bulk downloading as a professional service and can provide you with a quote based on the number of documents.