Control how recipients sign your Documents & Contracts by allowing Draw, Type, or Both. Setting up this control keeps the signer experience consistent, reduces confusion and helps teams meet policy or regulatory requirements across every document you send.

TABLE OF CONTENTS

What are Signature Types?

Signature types define the methods a recipient can use to apply their signature to a document sent from SourCherry. Choosing which methods are allowed (Draw, Type, or Both) shapes the signer experience and ensures it aligns with your brand and compliance needs. This is a global, sub-account level control, meaning your changes apply to all documents sent from the sub-account.

Key Benefits of Signature Type Control

Signature type control allows you to select a configuration that balances compliance, brand control and convenience:

Compliance: Meet hand‑drawn requirements by disabling typed signatures when regulations or policies demand a handwritten‑style mark
Consistency: Provide a uniform signer experience across all documents sent out
Speed: Allow typed signatures for faster turnaround when permitted
Administrative Control: Manage signer methods centrally without the need for per‑document toggles

Signature Type Options

Draw Signatures: Restricts signers to a hand‑drawn signature
Type Signature: Restricts signers to typing their name, rendered in a script font
Both: Offers maximum flexibility; signers can choose either method

How To Set Signature Type Controls

Proper setup ensures every document sent from your account follows the same, compliant signing method without additional per-document configuration.

Step 1: Navigate to Document & Contracts Settings

In the main left-side navigation bar, select Payments
Click the Documents & Contracts tab in the upper navigation ribbon
Select the Settings button in the upper right corner

Step 2: Open Document Settings

Using the secondary navigation bar on the left, select Document Settings

Step 3: Set Control Signature Settings

Scroll down to the Control Signature Settings panel
Select between Draw Signatures, Type Signatures and Both
Click the blue Save button to confirm your selection

Frequently Asked Questions

Q: Is this setting global or per-document?
It’s configured globally for the sub‑account in Document Settings and applies to all documents sent from that sub‑account.

Q: If I change the setting after sending a document, what happens?
A: New or refreshed signing sessions reflect the latest setting. If someone already has the document open, ask them to refresh before signing and signature options will update to reflect the change in settings.

Q: Does the chosen method affect audit trail, status, or automations?
No. Tracking (viewed/signed/completed) and workflow triggers function the same regardless of whether the signer draws or types.

Control Signature Types for Documents & Contracts (Draw or Type)