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Apr. 30, 2026

Customer & Vendor Initials in Document Footer

Add required initials throughout your document footer so customers and vendors acknowledge key terms before signing.

Get Started

  1. Create a document on a job.
  2. Edit the footer and place your cursor where initials are needed.
  3. Click the Initials button from the toolbar and repeat for each clause.
  4. Send to recipients with signatures required.

This ensures every important clause is acknowledged, helping you protect your agreements and confirm expectations before approval.

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