In this article

• E-signature client request workflow
• Client side process
• Completion and retrieval

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 now to dispatch the request to the client
  • Track 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