Hona’s e-signature tool allows your team to securely collect digital signatures from clients, making it easy to complete agreements and documents without the need for printing, scanning, or mailing.
How Clients Receive the E-Signature Request
When an e-signature request is sent through Hona, the client will receive a notification via email or text message, depending on their communication preferences.
The message includes:
The notification message you’ve set up in the e-signature settings
A secure link to review and sign the document
Example of an e-signature notification message:
Opening and Signing the Document
After clicking the link, the client is taken to a secure signing page in their browser (or within the Hona app, if installed).
No login is required to access or sign the document.
What the client will see:
Your firm’s branding or the Hona logo
The document needing signature
Clear instructions and highlighted signature fields
Example of the signing experience:
What Happens After Signing
Once the client submits their signature:
You’ll be notified (if your notification preferences are configured to alert on completed e-signatures)
The client receives a confirmation message via text or email. This confirmation allows the client to view the completed document and to view or download it for their records.
The signed document is saved and linked to the client’s project
Both you and the client can view or download the signed document at any time.
Clients can do this from the Tasks section of the portal
Admin users can view and download from the project page under the e-signature tab
FAQs
Can a client sign from a mobile device?
Yes. E-signatures are mobile-friendly and can be signed from a phone, tablet, or desktop.
Can a client view the signed document later?
Yes. After signing, clients receive a confirmation message with a link to view or download the signed document. They can also view the completed e-signature in the "Tasks" section of the portal.
Can I resend an e-signature request if the client doesn’t sign?
E-signatures requests can be sent multiple times, but each time will create a new request/task for the client. If resending please be sure to cancel the previous request.
What if multiple parties need to sign the same document?
This is coming soon, but is not currently supported.
Still Have Questions?
If you or your clients are having trouble with e-signatures, contact us at [email protected] — we’re happy to help.