E-signatures

Definition:
Electronic Signatures (E‑Signatures) let you collect signed agreements digitally—no ink, no paper, no scanning. Your clients can sign documents directly through their portal. It’s fast, secure, legally valid, and removes the hassle from signature collection.

What Can You Do with E‑Signatures in Tidyflow?
With Tidyflow’s built-in e‑signature features, you can:

  • Send documents for signing by one or multiple stakeholders—all within the platform, no need for external tools.
  • Control and monitor who signs what, when—track the status of each request and get notified when someone signs or declines.
  • Automatically store signed documents securely in the platform—everything stays organized, traceable, and easy to retrieve.
  • No more downloading, printing, scanning, or chasing signatures—the portal takes care of it all.

Why E‑Signatures Matter for Your Firm

Benefit Why It Helps
Faster Turnaround Clients can sign with a click—no time lost waiting for scanned attachments.
Streamlined Workflow Documents flow seamlessly from request to signature to storage, within your existing system.
Built-In Traceability Know exactly when—and who—signed each document, right from the platform.
Cleaner Auditing Signed files are auto-filed and can’t go missing or get misplaced.

Legal and Practical Assurance
Tidyflow’s e‑signatures are fully legally binding. When clients sign in the portal, the process meets the requirements for validity and enforceability—letting you skip cumbersome paper trails with confidence.
Tidyflow

Conclusion
Tidyflow transforms signature collection from paperwork pain to smooth automation. Clients sign right in the portal, everything is tracked, and signed docs live right where you need them—tied into your workflows and secure. That means less friction, less administration, and more time to focus on your work.

Start simplifying your firm's work today.