Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
In-App Guide: Launch an in-app guide to help Send an eSign Request by clicking here.
eSign requests are used when 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.
Create an eSign Request
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 create a custom signer within the eSign request, an email with a secure link will be sent to them to sign. There's no need to invite contacts to the Client Portal and have them create a new account, thanks to secure eSign within email!
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.
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! 💃🏽🕺🏼
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.