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Send eSign Requests with Legacy Letter Generator
Send eSign Requests with Legacy Letter Generator
Updated over a week ago

The ability to create and send eSign requests with the legacy or previous version of the letter generator, as seen within older engagement letters, is no longer available.

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In the legacy version of letters, clicking on the eSign icon prompts a window stating that the eSign request is unavailable.

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Send eSign Requests with Legacy Letters

1. Select Close.

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2. Click on Send to.

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3. Select Contact files.

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4. A message will appear confirming the letter is now in the contact files.

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5. Click Save and exit.

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6. Navigate to the Files tab in the contact record.

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7. Click the blue new file banner to click and drag the letter to Files.

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8. Right-click on the PDF of the letter and select eSign request.

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From this point, follow the steps in this article to create and send an eSign request from a contact record.

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