Require Signature Request Option

Need your client to sign off on something—but don’t need a full-blown contract?

For simple approvals, Motion.io’s task-based workflow offers a lightweight alternative to traditional documents.

A powerful new addition to client tasks; you can now require signatures on any tasks you send to clients by toggling the ‘Require Signature’ option in the Task Builder. When toggled on, the ‘Require Signature’ option will add a digital signature field to the bottom of any task.

Some ways to utilize required signature fields in your workflow include:

Acknowledging project milestones or deliverables
Collecting client responsibility acknowledgments
Confirming Acceptance of Custom Scopes or Change Orders

👋 Tip: If clients need access to files from previously completed tasks, all files your team attached to tasks you assigned them are quickly accessible from the Files page of their portals. To learn more about portal pages in Motion.io, click here.

How to Require Client Approval on Files

Once you have a task built out with all the information attached, click the "Signature" option in the Required section of the Task Builder. This will add a signature field to the bottom of your task.