Signatures on your documents

A signature in Shyfter represents the person who signs off at the bottom of the contracts and documents generated by the app: manager, HR officer or any person authorized to bind the company. You save these signatures once and for all, then reuse them automatically on every document. As long as no signature is saved, you cannot generate a contract.

Access signatures

Go to Documents → Contracts → Signatures. The screen shows the list of all signatures saved for your account, with the Create a signature button at the top right.

Reading the signatures list

The table shows one row per signature, with the following columns:

• ID: the signature's identifier. If a signature is set as the default signature, a Default tag appears next to its identifier.
• Signatory: the name of the person who signs.
• Signatory's role: their role (for example Manager, HR Director).
• Signature: a visual preview of the saved signature.
• Actions: the buttons to edit or delete the signature.

Create a signature

Click Create a signature. A side panel opens with the following fields:

• Signatory: the person's name. Required field.
• Signatory's role: their role in the company. Required field.
• Default signature: a checkbox. The default signature is the one suggested automatically when generating a contract or document. Handy when the same person signs the vast majority of documents.

You then add the signature itself in one of two ways, using the options offered:

• Sign directly: a signature frame in which you draw the signature with the mouse, trackpad or stylus. The "Sign here" message disappears as soon as you start. The Clear signature button lets you start over.
• Send the file: a drop zone to import an image of the signature (image format, for example JPG or PNG). Drag and drop the file or click to select it.

Confirm to save. The signature appears immediately in the list and becomes usable in your templates and documents.

Edit a signature

In the Actions column, click the edit action. The same panel opens, prefilled with the existing information and a preview of the current signature. You can change the name, the role, the default status, or click Clear signature to draw or import a new version. Save to apply the changes.

Delete a signature

Still in the Actions column, the delete action asks for confirmation, because the operation is irreversible.

A signature cannot be deleted while it is used in one or more contract templates. In that case, Shyfter tells you and specifies the templates concerned: first remove the signature from those templates before you can delete it.

How signatures are used

When you create a contract template or generate a contract, you associate the signature to be applied at the bottom of the document. The default signature is selected automatically, but you can choose another one if several signatories exist. That's why it's advisable to save your signatures before creating your first templates and contracts.