How to Enable e-Signatures

Instructions

1. Access Account Settings

• To enable e-Signatures, first, you need to access your account settings.
  
  • In the Smarter Drafter dashboard, click on your Profile icon in the top right corner.
  • From the dropdown, select Settings.
    
    

2. Navigate to e-Signature Settings

• Within the Settings menu, find the e-Signature section.
• • Scroll down to the e-Signature Settings tab. If you don’t see this option, e-Signatures may not be enabled for your account, and you will need to contact your account administrator.
    
    

3. Enable e-Signatures

• In the e-Signature Settings section, toggle the Enable e-Signatures option to On.

• Click Save Changes to apply the update.
  
  

4. Confirm e-Signature Availability

• After enabling e-Signatures, confirm that the e-Signature tools are visible in the Word Add-in.
• Open a document template and click on More > e-Signature Fields to check if the e-Signature fields are available for use.
  

Common Issues & Solutions

• Issue: e-Signature settings are not visible in the account
• Solution: If you cannot see the e-Signature settings in your account, your user role may not have the necessary permissions. Contact your account administrator to enable this feature.
• Issue: e-Signatures are still unavailable in Word Add-in
• Solution: Double-check that e-Signatures were properly enabled in the account settings. If the issue persists, contact Smarter Drafter support for assistance.