eSign: draft, place fields, send, sign, complete

Closr's eSign lets you send any real estate PDF for signature without leaving the app. It's wired to SignWell underneath, but you never see SignWell: you drop a PDF, place fields, pick signers, hit send. Each signer gets an email, signs in their browser, and the completed PDF lands back in your deal. Voids, resends, audit trails, downloaded copies, all in one place.

This guide walks through the full lifecycle.

Starting a signing draft

Three ways to start. Pick whichever matches what you're doing.

From chat

In any deal thread, say it plainly: **"Send 142 Eastern APS for signature"** or **"Send the listing agreement to Sarah for sig."** Cody picks up the intent, calls the `create_signing_draft` tool, creates a Document row in DRAFT status, and drops you straight into the editor. If the PDF is already attached to the deal, Closr reuses it. If not, you'll be asked to drop one.

From a deal page

On any deal-detail page, the **Signing** section has a "Send for signature" button. Click it to upload a PDF and create a draft scoped to that deal. The signers panel pre-fills from the DealParticipant rows so you don't retype names you've already entered elsewhere.

From the Sign Queue

Go to `/app/esign` (or hit Cmd+K → "Sign Queue"). The queue lists every document on your team, filterable by status (Drafts, Sent, Signing, Completed, Voided). There's a hint card at the bottom with the chat phrase to start a new one. Click any existing draft to keep working on it.

Adding signers

The signers panel is on the right side of the editor. By default you're already in there as signer 1.

Click **Add Signer** to open the modal. If the document is linked to a deal, the modal pre-fills options from the deal participants: name, email, and a suggested role (buyer, seller, co-signer). You can also add someone manually.

You can have up to 3 signers in alpha (you + counterparty + co-signer pair like Buyer 1 / Buyer 2). The order they sign in is the `signOrder` you set on each row. Drag to reorder if you want a different sequence (sequential signing only in alpha).

Placing fields

The editor lives at `/app/esign/[id]`. Center pane: your PDF rendered page by page. Right pane: a field-type palette (signature, initials, date, text, checkbox) and the signers list.

There are two ways to place fields.

Auto-place fields (the fast path)

Click the **Auto-place fields** button. Closr's Vision pass scans every page for signature lines, initial boxes, and date spots. It drops the right field type at each location and assigns it to the right signer based on context. For an OREA Form 100 with 30+ signature spots, this saves you most of the click-work.

Auto-place handles **signature, initials, and date** only. It does not handle text fields, prices, or addresses. Those come from your listing data and the deal's extracted fields, pre-filled separately. You'll see Vision's placements as soon as it finishes; review and adjust anything that's off.

Manual placement

Prefer to drop fields yourself? Click a field type in the palette, then click on the PDF where you want it. Each placed field shows the signer's number color, so a glance at the PDF tells you who fills what. Drag a field to nudge it. Click the colored dot to reassign to a different signer. Click the X to delete.

Anchor-text matching also runs in the background: if Closr sees a "Buyer's signature:" label, it'll auto-snap a signature field next to it when you place nearby.

Pre-flight check

Before you can send, every signer needs at least one field assigned to them. If anyone's missing, the Send button explains who's not covered. Add a field for them and Send unlocks.

Sending

Click **Send for signature**. Closr ships the envelope through SignWell, which sends each signer an email in their `signOrder` sequence. The document status flips to SENT, and a status card appears on the deal page and in the Sign Queue.

You'll see a toast: "Sent to [Name]. You'll see status here when they open it."

If you need to cancel a sent envelope (a counter-offer, a typo in the price, wrong signer email), use the themed **Void** modal on the document. You'll be asked for a void reason; that reason is preserved in the audit trail. After voiding, you can start a fresh document with corrected terms.

The status vocabulary is unified across the queue, the deal page, and the editor: DRAFT, SENT, SIGNING, COMPLETED, VOIDED. No drift between surfaces.

What the signer sees

The signer gets an email from SignWell (the signing platform Closr uses under the hood) with their name, your name, the document title, and a "Review and sign" button. Click the button and they land on a hosted signing page: the PDF rendered in their browser, fields highlighted, instructions at the top.

They sign each field (drawn signature, typed name, or stamp), date what needs dating, and submit. Closr captures the IP address, timestamp, and user agent for the audit cert. If they decline, you get a notification with the decline reason.

Completion

When every signer has signed, the document flips to **COMPLETED**. Closr mirrors the signed PDF from SignWell into Supabase Storage so the audit trail survives even if we ever migrate eSign providers later. A **Download completed** action appears on the document.

The Signing section on the deal page shows every document for that deal with its status. You can download both the signed PDF and the audit certificate (the SignWell-generated proof with hashes, IPs, and timestamps that holds up in court).

First-access tour

The first time you land on the Sign Queue, a 3-step tour fires automatically (React Joyride, anchored to the page header, the filter chips, and the chat hint at the bottom). The first time you open the editor, a 5-step tour walks you through the signers panel, the Auto-place button, the field palette, the PDF canvas, and the Send button.

Once dismissed, the tour stays dismissed. If you ever want to see it again, click the **Replay tour** button (bottom-left, with a help-circle icon) on either the queue or the editor.

The tour was bumped from v1 to v2 on May 18 to cover Auto-place and the colored signer-dot reassign affordance, so if you saw an earlier version, you'll see the new one once.