Signer Profiles

Every signer - internal or external - should have a Frappe Sign Profile. It stores their identity and their reusable signature/initials, so they don't have to redraw or retype a signature for every single request.

A profile holds:

• Identity: User (optional - a profile doesn't have to be tied to a Frappe user account, which is how external signers work), Full Name, Email.
• Signature: Signature Type (Drawn / Uploaded / Typed), the signature image or text, and the same for initials.
• Hashes: a hash of the stored signature/initials, so a later tamper check can tell if they were changed outside the normal flow.
• Consent: whether the signer has agreed to use their saved signature/initials for electronic signing, and when.
• Active / Revoked On - deactivate a profile without deleting its history.

Creating or updating a signature

A signer can manage their profile two ways:

• From Desk, if they're a Frappe user with access to the doctype.
• From the portal route /frappe-sign-profile, which works for internal and external signers alike.

Either way, they choose Draw, Upload, or Type to produce a signature and initials. The first time a signer is asked to sign something and has no saved signature yet, this same capture flow opens automatically, right inside the signing portal - see Sending a Request & the Signing Portal.

Next: create your first request - either Creating a Request - From an Uploaded PDF or Creating a Request - From a Frappe Document.