How to send a single-use document out for signature.
- Navigate to the Home Tab of a case.
- Select the dark green drop-down arrow and select E-Signature Request.
- A pop-up window will appear.
- Select Upload File, then drag the desired document into the box. The Firm can also click into the dotted box to search and select a document.
- Fill out the email subject and message fields.
- Select Next.
- Select a Signer Role and select Next.
- Select Place Fields.
- Place your fields, then click Continue.
- Confirm that information is correct and select Send.
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