Signing
Sign a document yourself
Complete an internal or owner role without sending the document to a separate email address.
Workspace members signing company documents5 minutes
Before you begin
- A template with a role intended for the current user
What you will complete
- A completed owner role or self-signed submission
Start a self-sign flow
- 1Open the templateFrom the template detail page, select Sign yourself.
- 2Choose your roleConfirm the role that represents you. Do not select an external recipient role.
- 3Complete required fieldsReview the document, provide values, adopt or draw the signature, and give a signing reason when required.
- 4FinishConfirm consent and complete the form. Signa records the action in the submission timeline.
Use owner auto-sign for repeat workflows
For workflows where the organization always signs a fixed owner role, configure owner auto-sign at the account, template, or submission level. Keep external roles separate and verify the selected owner role before enabling automation.