A pay request can carry an Engineer's Signature, a Prime Contractor's Signature, and an Owner's Signature. You add signatures on the pay request review screen. To email the pay request to a signer who is not working inside Oversite, see Send a pay request for signature instead.
How to add a signature to a pay request
Open the pay request and go to its review screen.
Find the signature area for the signer you need: Engineer's Signature, Prime Contractor's Signature, or Owner's Signature.
Draw a signature, upload an image of one, or apply a saved signature.
The signature is saved to the pay request and appears in that signer's block.
Note: Signatures are independent of the status. You can approve or mark a pay request paid without signatures, and you can sign a pay request while it is still a Draft.
To show or hide a signature block on the exported document, toggle that block in the PDF export options on the review screen.
How to save a signature to reuse
If you sign pay requests inside Oversite regularly, you can save signature images and apply them instead of drawing each time. Saved signatures are yours alone and are only available inside Oversite.
Click your profile picture in the header and choose Your profile.
Click the Signature Stamps tab.
Choose an Image file.
Add a Label if you want one, such as which signature it is.
Click Upload stamp.
Saved signatures appear under a Saved tab when you sign inside Oversite. You can keep up to 20.
Note: Deleting a saved signature cannot be undone. Signers using an email link always draw, type, or upload their signature and do not use saved stamps.
Troubleshooting
A signature is not showing on the exported PDF. Open the export options and turn that signer's signature block on before you download the PDF.
Frequently asked questions
Do I need signatures before I can approve or mark a pay request paid? No. Signatures are separate from the status. You can approve or record payment without signatures, and you can sign a pay request while it is still a draft.
How do I email a pay request to someone for signature? Use Send for signature from the pay request's Actions menu. See Send a pay request for signature.