What your clients see

See how a client signs

Admins & staff

See how a client signs a task, adds other signers and finishes, so you can talk them through it.

Where:SidebarTasksTask name

On the task: a signing section replaces Mark as Done. It shows the Acknowledgement text you wrote, and any documents you attached are listed under Documents on the task.
Signature: under Your signature they choose Draw or Type. They either draw with a finger or mouse, using Clear to start again, or type their full name.
Agreement: they tick a box to confirm they have read the documents and acknowledgement text.
Finish: Sign & Submit finishes the signing.
Another signer: Sign & Add Another Signatory saves their signature and asks for the next person's Full name, an optional Relationship and their signature. Each person can be removed again before the task is finished, and a button submits when no more signatures are needed.
After: Hydi shows Signature received. The task becomes Submitted if it needs staff review, or Completed if it does not.

Good to know

Signing stays off until they have uploaded a required file, ticked every required checklist item and submitted any attached form.
If you send the task back for changes, the client has to sign again.
You can see each signature and what was agreed in See who has signed.

Require a signature on a taskAsk the client to review your documents and sign to confirm, instead of marking the task done.
See who has signedCheck who signed a task, when they signed and what they agreed to.
Send a form to a client to signGive a client a form to fill in and sign, from choosing the form to sending the task.

See how a client fills in a form

See how a client opens, saves and submits a form on a task, and what happens after they submit.

See what a client sees when you ask for changes

See how Hydi tells a client a task needs changes and what they can do about it.

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