{"id":3022,"date":"2026-07-02T02:41:57","date_gmt":"2026-07-02T02:41:57","guid":{"rendered":"https:\/\/help.contentsnare.com\/?post_type=ht_kb&#038;p=3022"},"modified":"2026-07-02T02:41:57","modified_gmt":"2026-07-02T02:41:57","slug":"fusesign","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/fusesign\/","title":{"rendered":"How to Integrate FuseSign with Content Snare"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Content Snare\u2019s FuseSign integration lets you send documents for digital signing directly from your requests. Your clients receive a signing link via email from FuseSign, and the signed documents are tracked within Content Snare.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With this integration, you can:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Send your request\u2019s PDF export to clients for signing through FuseSign<\/li>\n\n\n\n<li>Send uploaded files (PDF or Word documents) for signing through FuseSign<\/li>\n\n\n\n<li>Optionally lock a request after signing, preventing clients from changing their answers<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To use the FuseSign integration, you will need to:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Have <strong>Administrator<\/strong> level access on your Content Snare account<\/li>\n\n\n\n<li>Have a <strong>FuseSign<\/strong> account (part of FuseWorks)<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1: Connect FuseSign<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to <strong>Settings &gt; Applications<\/strong> in Content Snare.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Find <strong>FuseSign<\/strong> in the list and click the <strong>Connect<\/strong> button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-1024x560.png\" alt=\"Applications page showing FuseSign\" class=\"wp-image-3031\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-1024x560.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-300x164.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-768x420.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-50x27.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-1536x839.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-2048x1119.png 2048w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-60x33.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-applications-page-3-100x55.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You will be redirected to FuseWorks to authorize the connection. On this screen, select the <strong>Target Business<\/strong> you want to connect, then click <strong>Authorize for Content Snare<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-1024x560.png\" alt=\"FuseWorks authorization screen\" class=\"wp-image-3032\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-1024x560.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-300x164.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-768x420.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-50x27.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-1536x839.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-2048x1119.png 2048w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-60x33.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-authorize-fuseworks-1-100x55.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Content Snare will be granted permission to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access all bundles and contacts on the account<\/li>\n\n\n\n<li>Access FuseSign contacts and bundles<\/li>\n\n\n\n<li>Draft and send new FuseSign bundles<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2: Configure the integration<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After authorizing, you will see the <strong>Configure FuseSign Integration<\/strong> dialog.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-1024x560.png\" alt=\"Configure FuseSign Integration modal\" class=\"wp-image-3033\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-1024x560.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-300x164.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-768x420.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-50x27.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-1536x839.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-2048x1119.png 2048w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-60x33.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-configure-integration-1-100x55.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Here you can customize the email that FuseSign sends to your clients when a document is ready for signing:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Email Subject<\/strong> &#8211; The subject line of the signing request email. Use the <strong>Request Name<\/strong> variable to include the name of the request automatically.<\/li>\n\n\n\n<li><strong>Email Body<\/strong> &#8211; The body text of the signing email. You can also use the <strong>Request Name<\/strong> variable here.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Activate<\/strong> to finish setup. You will see a confirmation that the integration was successfully configured.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-1024x560.png\" alt=\"\" class=\"wp-image-3036\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-1024x560.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-300x164.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-768x420.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-50x27.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-1536x839.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-2048x1119.png 2048w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-60x33.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-integration-configured-3-100x55.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Adding a signature field to a request<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once FuseSign is connected, you can add signature fields to your requests in the Builder.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options-1024x576.jpg\" alt=\"Builder showing signature field options\" class=\"wp-image-3037\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options-1024x576.jpg 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options-300x169.jpg 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options-768x432.jpg 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options-50x28.jpg 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options-1536x864.jpg 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options-60x34.jpg 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options-100x56.jpg 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-field-options.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Enable the external signing integration<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When you add or edit a <strong>Signature<\/strong> field, you will see the following options in the <strong>Field Options<\/strong> panel on the right:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Add a <strong>Signature<\/strong> field to your request<\/li>\n\n\n\n<li>Toggle on <strong>Enable external integration<\/strong><\/li>\n\n\n\n<li>Under <strong>Signature Integration<\/strong>, select <strong>FuseSign<\/strong><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Choose where signing will be done<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Under <strong>Where The Signing Will be Done<\/strong>, you have two options:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option A: Signing in the request PDF export<\/strong> The completed request is exported as a PDF and sent to FuseSign. This is useful when you want the client to sign off on all their answers as a whole.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Under <strong>What Will Be Signed<\/strong>, you can choose:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sign the whole document<\/strong> &#8211; The client signs the entire document<\/li>\n\n\n\n<li><strong>Sign at specified placements in the document<\/strong> &#8211; You define exactly where signatures and related stamps should appear, using tags in your document<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2-1024x576.jpg\" alt=\"What Will Be Signed dropdown\" class=\"wp-image-3038\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2-1024x576.jpg 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2-300x169.jpg 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2-768x432.jpg 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2-50x28.jpg 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2-1536x864.jpg 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2-60x34.jpg 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2-100x56.jpg 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-builder-what-will-be-signed-2.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Setting up signature placements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When using <strong>Sign at specified placements<\/strong>, your uploaded document needs to include special tags where you want signatures and stamps to appear. FuseSign replaces these tags with the corresponding signing fields before showing the document to your client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Available tags<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table class=\"has-fixed-layout\" style=\"border-style:none;border-width:0px\"><thead><tr><th>Tag<\/th><th>What it does<\/th><\/tr><\/thead><tbody><tr><td><code>STANDARDSIGNTAG<\/code><\/td><td>Adds a standard signature placeholder where the client signs<\/td><\/tr><tr><td><code>WITHDATESIGNTAG<\/code><\/td><td>Adds a signature placeholder with the signing date automatically added below<\/td><\/tr><tr><td><code>SIGNERNAMETAG<\/code><\/td><td>Automatically stamps the signer\u2019s name (no client action required)<\/td><\/tr><tr><td><code>SIGNEDDATETAG<\/code><\/td><td>Automatically stamps the date the document was signed (no client action required)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important:<\/strong> Every document must contain at least one <code>STANDARDSIGNTAG<\/code> or <code>WITHDATESIGNTAG<\/code>. Documents without either of these tags will be rejected by FuseSign.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How to add tags to your document<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open your document in Word, Google Docs, or your PDF editor of choice<\/li>\n\n\n\n<li>Type the tag name (e.g.&nbsp;<code>STANDARDSIGNTAG<\/code>) exactly where you want the signature or stamp to appear<\/li>\n\n\n\n<li><strong>Change the tag\u2019s text colour to white<\/strong> so it\u2019s hidden against the page background. If you leave the tag as black text, it will be visible in the final signed document alongside the signing field.<\/li>\n\n\n\n<li>Save the document and upload it to Content Snare<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Example<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a document with tags added (shown in black for visibility, but they should be white in your actual document):<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"922\" height=\"663\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-tags.png\" alt=\"Document with FuseSign tags\" class=\"wp-image-3039\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-tags.png 922w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-tags-300x216.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-tags-768x552.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-tags-50x36.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-tags-60x43.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-tags-100x72.png 100w\" sizes=\"auto, (max-width: 922px) 100vw, 922px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And here\u2019s how the same document looks to your client in FuseSign, with the tags replaced by signing fields:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"838\" height=\"663\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-placeholders-rendered.png\" alt=\"Document rendered in FuseSign with placeholders\" class=\"wp-image-3040\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-placeholders-rendered.png 838w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-placeholders-rendered-300x237.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-placeholders-rendered-768x608.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-placeholders-rendered-50x40.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-placeholders-rendered-60x47.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-doc-with-placeholders-rendered-100x79.png 100w\" sizes=\"auto, (max-width: 838px) 100vw, 838px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The <code>STANDARDSIGNTAG<\/code> becomes a \u201cSign Here\u201d button the client clicks to sign. The <code>SIGNEDDATETAG<\/code> becomes an automatic stamp that populates once the document is signed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list of FuseSign placeholders and more detail, see <a href=\"https:\/\/knowledgebase.fuse.work\/FuseSign\/fusesign-placeholders\" target=\"_blank\" rel=\"noopener\">FuseSign\u2019s placeholders documentation<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option B: Signing uploaded files<\/strong> The client uploads files, which are then sent to FuseSign for signing. Only <strong>PDF<\/strong> and <strong>Word (.doc)<\/strong> files are supported when using this option.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Lock request on sign (optional)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Toggle on <strong>Lock request on sign<\/strong> to lock the request after the client signs. When enabled:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>After the client signs, all other fields in the request are locked and cannot be changed<\/li>\n\n\n\n<li>A banner appears: \u201cRequest is Locked &#8211; This request is locked because it has been signed.\u201d<\/li>\n\n\n\n<li>The client can click <strong>Unlock and revise<\/strong> or the <strong>Revise<\/strong> button on any field to make changes, but this will remove the signature and require them to sign again<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner-1024x576.jpg\" alt=\"Locked request banner\" class=\"wp-image-3041\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner-1024x576.jpg 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner-300x169.jpg 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner-768x432.jpg 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner-50x28.jpg 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner-1536x864.jpg 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner-60x34.jpg 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner-100x56.jpg 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-locked-banner.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This setting is available on both FuseSign signature fields and Content Snare\u2019s built-in signature fields.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What your client sees<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Before signing<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your client fills out the request as normal. If the signature field is required, all other required fields must be completed before the client can sign.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The signing process<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The client clicks the signature field in the Content Snare request<\/li>\n\n\n\n<li>Content Snare sends a signing request to FuseSign, and the client sees <strong>\u201cSigning email sent\u201d<\/strong> with the message: \u201cPlease check your inbox. We\u2019ve sent a secure link to complete the document signature via FuseSign.\u201d<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent-1024x576.jpg\" alt=\"Signing email sent state\" class=\"wp-image-3042\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent-1024x576.jpg 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent-300x169.jpg 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent-768x432.jpg 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent-50x28.jpg 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent-1536x864.jpg 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent-60x34.jpg 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent-100x56.jpg 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-client-signing-email-sent.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The client opens the email from FuseSign and is taken to the FuseSign signing interface<\/li>\n\n\n\n<li>In FuseSign, the client can review the document and choose to <strong>Type<\/strong> or <strong>Draw<\/strong> their signature<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface-1024x576.jpg\" alt=\"\" class=\"wp-image-3043\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface-1024x576.jpg 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface-300x169.jpg 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface-768x432.jpg 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface-50x28.jpg 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface-1536x864.jpg 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface-60x34.jpg 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface-100x56.jpg 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-signing-interface.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once signed, Content Snare automatically detects the completed signature and updates the field status<\/li>\n\n\n\n<li>If <strong>Lock request on sign<\/strong> is enabled, the request locks and a confirmation banner appears<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">If the request is locked<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once a request is locked after signing:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The client sees a banner: \u201cRequest is Locked &#8211; This request is locked because it has been signed.\u201d<\/li>\n\n\n\n<li>Answers cannot be changed<\/li>\n\n\n\n<li>To revise any field, the client clicks <strong>Revise<\/strong>, which will:\n<ul class=\"wp-block-list\">\n<li>Display a confirmation warning that they will have to sign again<\/li>\n\n\n\n<li>Unlock the request<\/li>\n\n\n\n<li>Remove the existing signature<\/li>\n\n\n\n<li>Allow changes to be made<\/li>\n\n\n\n<li>Require the client to go through the signing process again<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Reviewing signed documents<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As a team member reviewing the request:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You will see <strong>\u201cSigning complete!\u201d<\/strong> with the message \u201cAll documents have been signed successfully.\u201d<\/li>\n\n\n\n<li>A <strong>Documents<\/strong> section lists the signed documents with a green <strong>Signed<\/strong> badge<\/li>\n\n\n\n<li>You can <strong>Approve<\/strong> or <strong>Reject<\/strong> the signature, just like any other field in Content Snare<\/li>\n\n\n\n<li>The locked request banner will note: \u201cThis request is locked due to a pending signature. Rejecting a field will unlock it and require the client to re-sign.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete-1024x576.jpg\" alt=\"Reviewer view with Signing complete\" class=\"wp-image-3044\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete-1024x576.jpg 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete-300x169.jpg 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete-768x432.jpg 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete-50x28.jpg 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete-1536x864.jpg 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete-60x34.jpg 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete-100x56.jpg 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-signing-complete.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> You cannot sign on behalf of your client. When viewing the signature field as a team member, you will see a notice: \u201cYou cannot sign this field on behalf of the client.\u201d<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Rejecting a signature<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you reject a signature on a locked request:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The client is notified with your rejection comment<\/li>\n\n\n\n<li>The request is unlocked<\/li>\n\n\n\n<li>The signature is removed<\/li>\n\n\n\n<li>The client sees a <strong>Sign Again<\/strong> button with the message \u201cSecurely processed by FuseSign\u201d<\/li>\n\n\n\n<li>Your rejection comment is displayed, so the client knows what to fix before re-signing<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection-1024x576.jpg\" alt=\"After rejection with Sign Again button\" class=\"wp-image-3045\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection-1024x576.jpg 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection-300x169.jpg 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection-768x432.jpg 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection-50x28.jpg 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection-1536x864.jpg 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection-60x34.jpg 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection-100x56.jpg 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/fusesign-reviewer-after-rejection.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Can I preview the signing experience as a team member?<\/strong> No.&nbsp;You cannot sign on behalf of your client. The signing email is sent to the client\u2019s email address, so you will need to use a real client email to test the full signing flow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What happens if my client needs to change an answer after signing?<\/strong> If the signature field locks the request, they can click <strong>Revise<\/strong> on any field or <strong>Unlock and revise<\/strong> at the top of the request. This unlocks the request and removes the signature, so they will need to sign again after making changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What file types can be signed?<\/strong> When signing uploaded files, only PDF and Word (.doc) files are supported. When signing the request PDF export, the export is generated automatically as a PDF.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How do I disconnect FuseSign?<\/strong> Navigate to <strong>Settings &gt; Applications<\/strong> and click the <strong>Remove<\/strong> button next to FuseSign.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Content Snare\u2019s FuseSign integration lets you send documents for digital signing directly from your requests. Your clients receive a signing link via email from FuseSign, and the signed documents are tracked within Content Snare. With this integration, you can: Prerequisites To use the FuseSign integration, you will need to: Step&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1040],"ht-kb-tag":[],"class_list":["post-3022","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integrations"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3022","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=3022"}],"version-history":[{"count":2,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3022\/revisions"}],"predecessor-version":[{"id":3315,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3022\/revisions\/3315"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=3022"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=3022"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=3022"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}