Firm360 integrates directly with Adobe Sign, allowing you to send documents for signature without leaving the platform. Follow the steps below to set up and send an e-signature request.
Navigate to the Document
Navigate to the document you want to send for signature. You can find it in one of three places:
- Global Documents — accessible from the black ribbon at the top of the screen
- The Documents tab — inside the relevant client record
- A specific project — if the document is tied to a client project
Request a Signature
With the document open, click the Action drop-down and select Request Adobe Signature. A setup window will appear where you can configure the request before sending.
Add Signers, Set Signing Order & Identity Verification
Select the recipients and signing order:
- Parallel — all signers receive the document at the same time and can sign in any order
- Sequential — signers must complete the document in a specific order; drag and drop to arrange them
- Add Recipient — button to include additional signers, such as other client contacts or internal team members.
- Identity Verification — optionally require a password, KBA, or email one-time password for added security
- CC — add anyone who should receive a copy of the request (without needing to sign) Click enter after adding an email to add additional CC emails
Configure Signing Message, Expiration and Reminders
Before sending, you can customize a few additional settings:
- Message — include a personal note to your recipients
- Expiration Date — review and adjust the default deadline if needed
- Reminder Frequency — choose how often signers are reminded: daily, every business day, every other day, every third day, every fifth day, or weekly
Prepare the Document for Signing
Click Prepare Fields to open the document editor. Once loaded, you'll see a toolbar on the left with all available field types. Before placing fields, confirm the correct signer is selected in the top left corner.
Place Signature Fields
Drag fields from the left toolbar onto the appropriate areas of the document. Available field types include:
- Signature block, initials, key signature
- Date of signing, recipient name, email
- Text, number, date, checkbox, radio button, drop-down menu
- Image, company, title, attachment, link, and more
Make sure every signer has the appropriate fields assigned to them.
Editing Added FIelds
Once fields are added you can easily edit them from the field itself. Just click on the field and the customizable options will appear. This easily allows you to update
- Field Type
- Recipient
- Required fields
Resolve Any Missing Field Warnings
If a signer is missing required fields, Firm360 will display a Signature Fields Missing warning before allowing you to send. Return to the document, add the missing fields for that signer, and confirm everything is in order before proceeding.
Review the Document
Use the zoom and multi-page controls to review the final layout. Confirm that all fields are correctly placed and assigned to the right signer before sending.
Send the Request
Click Send. The signature request will be delivered to all assigned parties immediately. A confirmation box will appear.
Track Signature Status
After sending, the document will display the request date and show options to remind or cancel the request at any time. To view full details, go to Show All Signature Requests and click the blue document name to review each participant's current signing status.