Electronic Signatures

Electronic signatures let you send event documents out for signing through Signable and track their progress from EventWorks. Once connected, you can request signatures, monitor status, and download the completed signed copy when it is ready.

Getting There

There are two places involved:

Settings > Integrations to connect Signable
An event's More > Documents tab to send a document for signature

Note: You need settings access to connect Signable. The signature actions only appear once Signable has been connected.

Overview

The Signable integration adds signature request options to eligible event documents. When a document is sent, EventWorks tracks whether it is waiting for signatures, complete, or cancelled.

Key Concepts

Signers and Copy Recipients

When sending a document for signature, you can add:

Signers — people who must sign the document
Copy recipients — people who should receive updates but do not need to sign

Document Statuses

Signature requests can show statuses such as:

Out for signature
Complete
Cancelled

Supported Documents

Electronic signature requests are available for eligible event documents. Template-builder documents are not shown with the signature request action in the current interface.

How To...

Connect Signable

Go to Settings > Integrations.
Find the Signable card.
Click Connect.
Enter your API key.
Click Connect to Signable.

Send a Document for Signature

Open the relevant event.
Go to More > Documents.
Find the document you want to send.
Click Request signatures.
Enter the signer names and email addresses (up to four signers per request).
Add any copy recipients if needed.
Enter an optional message that will be included in the email to signers.
Submit the request.

Note: All signers receive the request at the same time — there is no signing-order option.

Check Signature Status

Return to the event's Documents tab.
Look at the document's status.
Wait for the status to change to Complete before downloading the signed copy.

Download the Completed Signed Document

Open the event's Documents tab.
Find the completed document.
Click Download complete document.

Settings & Configuration

Signable is connected from Settings > Integrations.
The integration uses an API key. EventWorks automatically registers a webhook with Signable on connection so signature statuses update in EventWorks as they change in Signable.
Signature options only appear once Signable has been connected, and they are hidden for template-builder documents.

Tips & Best Practices

Tip: Add yourself as a copy recipient if you want to receive the same signing updates as the signer.

Note: If you do not see Request signatures, the document may be a template-builder document (which is not supported for signing) or the Signable integration may not be connected yet.

Frequently Asked Questions

Q: Can I send every document for signature?

No. The signature request option is only shown for eligible event documents, and template-builder documents are excluded in the current interface.

Q: Where do I connect Signable?

In Settings > Integrations using your Signable API key.

Q: How do I know when a document has been signed?

The status on the event's Documents tab updates as the signature request progresses.