Pro: E-signing

The e-signing functionality makes it quick and easy to get important documents signed by your team or customer. 

E-signing a document

In Easy PV you will have the option to send documents for e-signing via email or to e-sign within the document. 

Send a document for e-signing via email

Navigate to the report you want to send for signing via the Reports drop-down in the main site navigation. Click the icon outlined below. 

This will open an email menu that contains a link for signing the document. You can edit the email as required, adding any additional attachments, and then click Send. 

The recipient will receive the email which will include a link for them to review and sign the document. Once they have signed the document, you will receive an email notifying you that the document has been signed.

​Learn more: Sending emails 

E-signing within a document

You also have the option to e-sign from within the documents. Click the signature icon to navigate directly to the next e-signing location:

Then click Sign and e-sign the document. 

View a signed document

To view the signed version of the document, navigate to the document via the reports drop-down in the main navigation. On the right side bar it will then say Multiple versions available with a date below it, the signed version of the document can be loaded by selecting the date version you want to view:

​Want to know more?

• Related FAQs: Check out our Pro FAQs for answers to common questions
• Further guides: Take a look at Emailing, Document management or Email settings 
• Live training: Book onto a live demo session to see this feature in action

Contact Support: If you've got further questions, get in touch with our support team at help@easy-pv.co.uk (UK) or help@easy-pv.ie (IE). If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.