Send an E-Signature Request Using a Template

How to send a client a document electronically using a template.

• Navigate to the case from which you would like to send an e-signature request.
• Click the green arrow on the top right of any page of the case.
• Select E-Signature Request from the drop-down menu.

• A pop-up window will appear.
• Select the template from which you want to send the e-signature request.
• Click Next.

• Verify the Signer Information is correct and click Send.

• Your e-signature request will be sent.