Control Signature Types for Documents & Contracts (Draw or Type)
Set Draw, Type, or Both for document signatures in GHL Customer Care. Control signer options globally for compliance, consistency, and a streamlined signing experience.
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
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.
Signature types define the methods a recipient can use to apply their signature to a document sent from GHL Customer Care. 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 signatureStep 1 of 3: Draw Signatures: Restricts signers to a hand‑drawn signatureWhat this shows Step 1 of 3: Draw Signatures: Restricts signers to a hand‑drawn signatureWhat this showsShows what this covers for step 1 of 3 in the "Signature Type Options" section of "Control Signature Types for Documents & Contracts (Draw or Type)".This screenshot accompanies step 1 of 3 in the "Signature Type Options" section of "Control Signature Types for Documents & Contracts (Draw or Type)". At this point in the walkthrough you draw Signatures: Restricts signers to a hand‑drawn signature. This part of the guide covers 1 field, listed below. The next step is to type Signature: Restricts signers to typing their name, rendered in a script font.Step 1 of 3Image 1 of 6What this coversDraw Signatures: Restricts signers to a hand‑drawn signature
Fields in this part of the guideDraw Signatures: Restricts signers to a hand‑drawn signature
Next stepType Signature: Restricts signers to typing their name, rendered in a script fontAll 3 steps in this procedure
Draw Signatures: Restricts signers to a hand‑drawn signature this image
Type Signature: Restricts signers to typing their name, rendered in a script font
Both: Offers maximum flexibility; signers can choose either method
Type Signature: Restricts signers to typing their name, rendered in a script fontStep 2 of 3: Type Signature: Restricts signers to typing their name, rendered in a…What this shows Step 2 of 3: Type Signature: Restricts signers to typing their name, rendered in a script fontWhat this showsShows what to fill in for step 2 of 3 in the "Signature Type Options" section of "Control Signature Types for Documents & Contracts (Draw or Type)".This screenshot accompanies step 2 of 3 in the "Signature Type Options" section of "Control Signature Types for Documents & Contracts (Draw or Type)". At this point in the walkthrough you type Signature: Restricts signers to typing their name, rendered in a script font. This part of the guide covers 1 field, listed below. The next step is to both: Offers maximum flexibility; signers can choose either method.Step 2 of 3Image 2 of 6What to fill inType Signature: Restricts signers to typing their name, rendered in a script font
Fields in this part of the guideDraw Signatures: Restricts signers to a hand‑drawn signature
Next stepBoth: Offers maximum flexibility; signers can choose either methodAll 3 steps in this procedure
Draw Signatures: Restricts signers to a hand‑drawn signature
Type Signature: Restricts signers to typing their name, rendered in a script font this image
Both: Offers maximum flexibility; signers can choose either method
Both: Offers maximum flexibility; signers can choose either methodStep 3 of 3: Both: Offers maximum flexibility; signers can choose either methodWhat this shows Step 3 of 3: Both: Offers maximum flexibility; signers can choose either methodWhat this showsShows what to choose for step 3 of 3 in the "Signature Type Options" section of "Control Signature Types for Documents & Contracts (Draw or Type)".This screenshot accompanies step 3 of 3 in the "Signature Type Options" section of "Control Signature Types for Documents & Contracts (Draw or Type)". At this point in the walkthrough you both: Offers maximum flexibility; signers can choose either method. This part of the guide covers 1 field, listed below.Step 3 of 3Image 3 of 6What to chooseBoth: Offers maximum flexibility; signers can choose either method
Fields in this part of the guideDraw Signatures: Restricts signers to a hand‑drawn signature
All 3 steps in this procedure
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 this image
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 1: Navigate to Document & Contracts Settings (image 4 of 6)What this shows In the main left-side navigation bar, select Payments Click the Documents & Contracts tab in the upper navigation ribbon Select the…What this showsIllustrates the "Step 1: Navigate to Document & Contracts Settings" section of "Control Signature Types for Documents & Contracts (Draw or Type)".This screenshot appears in the "Step 1: Navigate to Document & Contracts Settings" section of "Control Signature Types for Documents & Contracts (Draw or Type)". The text alongside this image reads: 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. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Using the secondary navigation bar on the left, select Document Settings.Image 4 of 6What to chooseIn 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
Fields in this part of the guideIn the main left-side navigation bar, select Payments
Buttons and menus referencedPaymentsDocuments & ContractsSettings
Next stepUsing the secondary navigation bar on the left, select Document SettingsAll 3 steps in this procedure
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 (image 5 of 6)What this shows Using the secondary navigation bar on the left, select Document SettingsWhat this showsIllustrates the "Step 3: Set Control Signature Settings" section of "Control Signature Types for Documents & Contracts (Draw or Type)".This screenshot appears in the "Step 3: Set Control Signature Settings" section of "Control Signature Types for Documents & Contracts (Draw or Type)". The text alongside this image reads: Using the secondary navigation bar on the left, select Document Settings. Immediately after, the guide continues: 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.Image 5 of 6What to chooseUsing the secondary navigation bar on the left, select Document Settings
Buttons and menus referencedControl Signature SettingsDraw SignaturesType SignaturesBothSave
Next stepScroll down to the Control Signature Settings panel Select between Draw Signatures, Type Signatures and Both Click the blue Save button to confirm your selectionAll 3 steps in this procedure
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
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
Step 3: Set Control Signature Settings (image 6 of 6)What this shows Scroll down to the Control Signature Settings panel Select between Draw Signatures, Type Signatures and Both Click the blue Save button to…What this showsIllustrates the "Step 3: Set Control Signature Settings" section of "Control Signature Types for Documents & Contracts (Draw or Type)".This screenshot appears in the "Step 3: Set Control Signature Settings" section of "Control Signature Types for Documents & Contracts (Draw or Type)". The text alongside this image reads: 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. Immediately after, the guide continues: 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.Image 6 of 6What to fill inScroll down to the Control Signature Settings panel Select between Draw Signatures, Type Signatures and Both Click the blue Save button to confirm your selection
Buttons and menus referencedControl Signature SettingsDraw SignaturesType SignaturesBothSave
Next stepQ: 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.All 3 steps in this procedure
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.
