Send Single Use E-Signature Document

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.