E-Signatures

Gatherly allows you to collect legally binding electronic signatures on documents.

How E-Signatures Work

1. Add a signature item to your template or intake
2. Upload the document that needs to be signed
3. Client receives the intake and views the document
4. Client signs using their mouse, trackpad, or touch screen
5. Signed document is stored securely

Legal Validity

Electronic signatures collected through Gatherly comply with:

• eIDAS (EU Electronic Identification and Trust Services)
• ESIGN Act (US Electronic Signatures in Global and National Commerce Act)

Each signature includes:

• Timestamp
• IP address
• Email verification
• Audit trail

Adding Signature Requests

In Templates

1. Open your template
2. Click Add Item
3. Select Signature Request
4. Upload the document to be signed
5. Configure signature placement

In Individual Intakes

You can also add signature requests when creating an intake, even if the template doesn't include one.

Signature Verification

Each signed document includes a verification page showing:

• Signer's email
• Signature timestamp
• Document hash for tamper detection
• Verification QR code

Best Practices

• Ensure documents are final before requesting signatures
• Include clear descriptions of what clients are signing
• Keep copies of all signed documents for your records