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Send eSign Requests
Updated over a week ago

What's in this Article

In-App Guide: Launch an in-app guide to help Send an eSign Request by clicking here.

eSign requests are useful tools for gathering digital signatures from clients. Signature fields can be added for the practitioner and/or the client to a document located in the files section. For this walkthrough, we'll send an eSign request from a client record.

Send eSign Requests From Client Files

1. Select a client in the Client List.


2. Click on the Files tab in the client profile.


3. Right-click on a file.

  • File types that are eligible for eSign include:

    • Microsoft Word files

    • Microsoft Excel files

    • CSV files

    • PDF files

  • Some forms require a handwritten signature. Be sure to double-check the signature requirements in your state before sending an eSign request to your client.

4. Click eSign request.


On the left side of the screen, a panel populates showing some eSign elements. At the left, the Templates and Signer Authentication options will be available throughout the entire flow. To create the request from a template, simply go to Templates on the bottom left and pick a template from the list of Preset and Team templates.


Select Signers

+ Add Signers - Clicking this option brings up a list of related Clients and Teams for you to choose as signers. Add a new signer by clicking the + Create custom signer option.


Note: When you add a custom signer, you have the option to send a client portal invite with the eSign request. Check the box before adding the custom signer.


When you send the request, a window will populate where you can invite the new custom signer to the client portal and include a personal message. Click send to finish up your request!


After a window will populate with an opportunity to invite them to the client portal. This is not required, but it is there to speed up your workflow!

Once you click Done on the dropdown list, you can choose to remove the signer if needed.


Signer Authentication Toggle (KBA)

Toggle on the Signer Authentication switch to use KBA (knowledge-based authentication) credits to verify the identities of signers. Once toggled on, you'll be able to see the amount of credits used, credits available, and the ability to purchase more.


Add Fields

1. Select a signer from the dropdown list.


2. Click and drag the signature, initial, and/or date fields where they are needed on the document.

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3. Repeat these steps for the rest of the signers.

If you need to change who the fields are assigned to, simply click the field on the document to select a different signer.


Next, we'll work on Settings for the eSign request. Click over to the Settings tab now and read the following steps!

Review Settings


1. Make sure you've got a title for your template.

2. Apply a fixed Due date to the request.

3. Add a reminder for the client.

4. Customize the message your clients receive when you send the eSign request.

Now, there you have your very first one-off eSign request with our new flow! Pretty painless, right? Don't forget to hit Send request before doing your happy dance! πŸ’ƒπŸ½πŸ•ΊπŸΌ


But wait!: You mistakenly sent off an eSign request before adding the spouse signature fields? The easiest way to fix this is to archive the request from the Tasks List and then recreate the eSign request with both signers listed to sign.

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