A signature request emails a private signing link to the people who need to sign a pay request. Recipients open the link, review the pay request, and sign in their browser. They do not need an Oversite account or a password, and nothing has to be printed or scanned.

You can send one request to the Engineer, the Prime Contractor, and the Owner. On a pay request, the engineer row prefills with your own name and email, so you can sign by email like anyone else.

Sending, reminding, and voiding a signature request are available to CEI users. To sign a pay request yourself inside Oversite instead of emailing it, see Add signatures to a pay request. To see what a recipient does after they get the email, see What signers see when they get a signature request.

CEI users can send a pay request for signature. Open the project and click Pay Requests in the project navigation, then click the pay request to open its review screen.

Each recipient receives an email with their own private signing link. The email comes from Oversite on your behalf, so a recipient who replies reaches you.

Note: Rows marked Already signed cannot be unticked or edited. That signer's signature is already on the document and counts toward completion, and nothing is emailed to them.

Use All at once when the signatures are independent and you want the document back quickly. Everyone is emailed immediately and can sign in any order.

Use In order when one party needs to see another's signature first. Only the first recipient is emailed, and each following recipient is emailed automatically once the person ahead of them signs. Drag the recipient rows by the handle on the left to set the order.

Signing progress lives in the same Actions menu you sent from. Open the pay request review screen.

The tracking view lists every signer with their name, role, email address, current status, and the date they opened or signed the document. It refreshes on its own while a request is in progress, so you do not need to reload the page. The Actions button also carries a badge showing how many signatures are still outstanding.

A request moves through these statuses:

Each signer shows one of these statuses:

Open the tracking view for the pay request.

Each reminder emails the signer a fresh link and resets their signing window to 30 days.

Oversite also sends automatic reminders as a backup. A signer who has not signed within three days gets a reminder, then a second one at most, spaced at least 72 hours apart. Your own reminders are not capped.

Note: You can remind the same person once every 24 hours. If you try sooner, the tracking view tells you the reminder was skipped.

Voiding cancels a request and kills every signing link that has not been used. Open the tracking view for the pay request.

The request moves to Voided. Signers who have not signed can no longer open their link. Signatures already captured stay on the document.

Note: Voiding cannot be undone, and signers are not told the request was cancelled. Let them know yourself if they are expecting to sign.

When a signer declines, they must give a reason. Signing pauses for everyone, you get an email with the reason, and the request moves to Declined. The other signers are not notified.

Once you have addressed the reason, you can start over:

This creates a fresh request with new links. Anyone who had already signed keeps their signature and is not emailed again.

Once every signature is in, the request moves to Completed and Oversite files a signed copy of the pay request in the project File Cabinet, credited to Oversite's e-signature service. Everyone who signed, plus you, receives an email with the signed document attached. If the file is too large to attach, the email includes a download link instead.

The signature controls are available to CEI users. Other users see the pay request without them.

Check the signer's status in the tracking view. If the request was voided, every unused link was revoked. Links also expire 30 days after they are sent, so send a reminder to issue a fresh one. If you voided and resent the request, the old email carries a dead link and the signer needs the newest email.

The request is set to In order and someone ahead of them has not signed yet. They are emailed automatically when their turn comes.

Check the signer's status. Sent with no activity often means a wrong email address. Void the request and send a new one with the correct address. It is also worth asking the signer to check their spam folder, since the email comes from Oversite on your behalf.

The same signer can be reminded once every 24 hours, and the tracking view reports when a reminder was skipped. A signer showing Awaiting holds no link yet, so they cannot be reminded.

Check the project File Cabinet for the signed copy. The document is filed even when the email does not go out. Confirm the request reached Completed in the tracking view.

No. The link in their email is all they need. They never create an account or a password.

Not at the same time. A pay request can have one live request. Void the current one or wait for it to complete before sending another.

No. Void the request and send a new one with the corrected recipients. Signatures already captured are carried forward.

No. Signatures stay on the document when its amounts change. Review a document before sending it out, and send a fresh request if the numbers move afterward.

30 days from when it was sent. Every reminder resets the clock.

In the project File Cabinet. It is filed automatically when the last signature comes in, and it is attached to the completion email.