Document signing

Send contracts, policies and offer letters for in-app signature without leaving Momentumpro. The audit trail is tamper-evident — built for compliance.

How it works

1. Open a document in the Vault.
2. Click Send for signature.
3. Add signers in order:
   • Employee, then Manager, then HR Head.
   • Or in parallel — everyone gets an email at the same time.
4. (Optional) Drop signature and date fields where they go on the document.
5. Click Send.

Each signer receives an email with a unique link.

Signing experience

The signer:

1. Clicks the email link.
2. Lands on a clean signing page (no Momentumpro account needed).
3. Reads the document.
4. Draws or types their signature.
5. Clicks I agree and sign.

Behind the scenes, the system records IP, timestamp, browser fingerprint, and the signer's identity (verified by the email link they received).

What you get back

A signed PDF with:

• Each signature block on the document.
• A final page showing the audit trail (who signed, when, from where, IP).
• Tamper-evident hashing — any change to the file post-signing is detectable.

Reminders

If a signer doesn't sign within 3 days, an automatic reminder goes out. After 7 days, the document expires unless extended.

Templates

For documents you send often (NDA, offer letter, equipment loan):

1. Upload the master template.
2. Mark fields as merge fields ({{ employee_name }}, {{ start_date }}).
3. When sending, the fields auto-fill from the linked employee record.

Compliance

Signed documents are kept in the Vault with full version + audit history. The audit log shows every action taken — useful for legal challenges.

Next step

Document permissions →