Upload a PDF, place the required signature fields, assign each field to the appropriate signer, and send the document when you're ready. Once all parties have completed the signing process, the signed PDF and certificate can be saved directly to the designated case.

From here, you can view your signature Templates and Sent envelopes, search existing templates, create new templates, and send documents for signature.

If you have a document your firm regularly sends for signature, create a reusable signature template so you only have to configure the signing fields and roles once.

To get started:

You will then be taken to the Signature Builder to configure the document.

The Signature Builder allows you to determine exactly what information each signer needs to complete.

Available fields include:

Select the field you want to add and place it in the appropriate location on the document.

You can add multiple fields throughout the PDF depending on the information and signatures your document requires.

Signer roles determine who is responsible for completing each field in the document.

A template can include a single signer or multiple signer roles.

Select Add Role to create additional signers when more than one person needs to complete the document.

Each signer is assigned a different color within the Signature Builder, making it easier to see which fields belong to each person.

For example, a document requiring two signatures could include:

Make sure each field is assigned to the correct signer before saving your template.

Once you have:

Click Save Template.

Saving your template allows you to reuse the configured document without rebuilding the signature fields and roles each time you need to send it.

You can return to the Templates section of Signatures to locate your saved templates.

When you're ready to use a template, select it from your Templates list and click Send or Send this.

The Send for Signature workflow will open and guide you through the sending process.

The workflow includes:

Enter or review the Envelope Title.

You can also choose to Attach to Case by searching for and selecting the appropriate ProPlaintiff case.

Attaching the envelope to a case keeps the completed signature process connected to the matter it belongs to.

If a case is selected, once everyone has signed, the signed PDF and certificate will appear in:

Case Files → Signed Envelopes

Select Continue when you're ready to add your recipients.

Assign the appropriate recipient to each signer role you created in the template.

If your template contains multiple signing roles, make sure the correct person is assigned to each role before sending.

For an additional layer of verification, you can require individual signers to complete additional identity verification before their signature is accepted.

Depending on your requirements, you can require:

These requirements can be configured for each signer.

Pro Tip: For documents where additional identity verification is important, require the signer to provide a driver's license and complete a face scan before the signature is accepted.

Before sending, review the envelope to confirm:

This is your opportunity to verify the envelope before it is sent to the recipients.

Once everything is correct, send the envelope for signature.

The document will then move into the Sent area of Signatures, where you can access envelopes that have been sent for signing.

The Signatures workspace separates your documents into two primary views:

Use Templates to view and search the reusable signature documents your firm has created.

Select a template to preview it, review its signing roles, edit it, or send it for signature.

Use Sent to access envelopes that have already been sent for signature.

This keeps reusable document templates separate from documents that are actively part of the signing process.

When sending an envelope, you can assign it to the appropriate case using Attach to Case.

Once all parties have signed, ProPlaintiff automatically places the completed signed PDF and certificate in:

Case Files → Signed Envelopes

This keeps the final signed document connected to the case and eliminates the need to manually download and upload the completed document.

Signatures gives your firm a reusable workflow for preparing and sending documents for electronic signature.

Upload a PDF to create a template, add Text, Signature, Date, and Initial fields, create signer roles, assign each field to the appropriate signer, and save the template for future use. When you're ready, assign recipients, optionally require additional identity verification, attach the envelope to a case, review it, and send it for signature.

Once all required signatures are complete, the signed PDF and certificate can be stored directly in the designated Case Files → Signed Envelopes folder.