Summary
E-signature client request workflow
This feature allows you to create and manage electronic signature requests for clients, ensuring they agree to terms before work begins.
Step 1: Create the e-signature request
Select the client
Choose the document requiring signatures
Specify where on the document the client needs to sign
Step 2: Configure document settings
Save the configured document
Select a file location within the client workspace for storing signed documents
Step 3: Manage communication
Customize the email sent to the client requesting signatures
Set up reminders for follow-up if needed
Step 4: Send and monitor requests
Click
Send nowto dispatch the request to the clientTrack the status of the request in the firmware (e.g., pending, completed)
Client side process
The client receives a task notification via email or the client portal
They can view the document and sign it at specified locations
After signing, they submit the completed document
Completion and retrieval
Once signed, the document is marked as completed in the firmware
The signed document is uploaded to the specified location within the client workspace for easy retrieval and verification