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Digital Signatures

E-sign documents — send for signature, OTP verification, audit trail, and signed PDF download

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01 Digital signatures overview

The Digital Signature module lets you send documents for legally traceable e-signature.

  • Sidebar: Digital Signatures — Dashboard, Documents, Templates.
  • Recipients sign via public link with draw or type signature input.
  • Sequential or parallel signer flows; OTP email verification.
  • Permission: digital_signature_module.

02 Sending documents

  1. Create a document from a PDF upload or reusable template.
  2. Add signers with name and email; set signing order if sequential.
  3. Send invitations; recipients open /sign/{token}.
  4. Track status from the CRM dashboard until all parties sign.

03 Public signing URLs

  • /sign/{token} — recipient signing flow.
  • /sign/{token}/download — download latest signed copy.
  • /verify/{code} — verify authenticity (not for signing).

Demo mode

When demo mode is enabled, OTP code 111111 is accepted for testing.

04 Signatures API & troubleshooting

API: /api/digital-signatures/*. Public verification endpoints remain available when API groups are restricted.

If signing stalls: confirm APP_URL, clear caches, check mail logs for OTP delivery, and use a fresh recipient token.

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