⭐️ Pipeline is a new Add-On Feature. Join our live demo here.
Firms often require official client sign-off. If your firm has the Pipeline add-on, you can now request e-signatures on any PDF uploaded to your File Hub. This ensures all your signed agreements live in one centralized place alongside your project data.
How to Request a Signature
A signature request can be initiated immediately after a file upload or from a file's detail page.
Quick-Start from Upload
Uploading files
Files can be uploaded into the File Hub in four ways:
Uploading files to the Files Hub directly by clicking Upload Files in the upper right corner.
Uploading files to a project's Notes
Uploading files to a project's Details in the Files tab
Using the Smart Inbox to upload project files
Upon uploading a file to the File Hub, Monograph will automatically suggest a signature request if the file meets these three criteria:
The file is a .pdf.
The file is assigned to a Project.
The file is tagged as a "Proposal" or "Contract & Agreement".
If these criteria are met, an interactive prompt will appear. Clicking this prompt directs the user to the signature setup page.
Requesting from the File Hub Detail Page
For any existing PDF assigned to a project, clicking the file name opens the detail page. A "Get signature" panel is located on the right. For "Proposal" or "Contract & Agreement" tags, this panel defaults to expanded.
Select a Contact: Users select the client contact (defaults to the Primary contact).
Add a Note: Users can include a personalized message for the recipient.
Set a Due Date: This field is required. Reminders can also be configured to ensure timely signing.
Send: Once sent, a toast notification confirms success and the status updates to "Sent but not signed."
Note on Proposal Files: If a file originated from a Lead, clicking it in the File Hub will redirect the user to the Lead-specific view.
Managing Active Requests
Resending Signature Requests
If a file is sent but not yet signed, firms can resend it by clicking "Resend file" in the right panel menu.
Users have the option to change the recipient contact during this flow.
Changing the contact does not invalidate the original recipient's link; both parties remain able to sign.
Voiding and Replacing Files
If a document requires edits after it has been sent for signature, it can be replaced:
Open the file detail page and click the "More" (three-dot) menu.
Select "Void and replace." 3. Upload the new file and re-confirm the Approver and Due Date.
The "Resend" button activates once all required fields are populated.
Note: The file "Type" remains unchanged throughout the replacement flow.
Tracking and File Security
Once a document has been signed, Monograph ensures the record remains secure and easy to track.
Finalizing the Document: After the client signs, the file status updates to "Signed." The PDF viewer will then display the official signature footer and the final signature page for easy reference.
Protecting Your Records: To maintain a secure legal trail, signed documents cannot be deleted or replaced. If a user hovers over the disabled "Delete" button, a tooltip will explain that the document is protected because it contains a signature.
Project Consistency: To keep records organized, the project associated with a file is locked and cannot be changed once a signature request has been sent.
Full Visibility: Every step of the process—from the moment a file is sent or viewed to the final signature—is automatically recorded in the file’s Activity Log, providing a clear history of the agreement.
Permissions
This feature is only available to firms with the Pipeline add-on.
Users with Edit Assigned Projects or Edit All Projects permissions can request e-signatures and replace files.