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.
The mobile app now has a feature that allows you to review a list of all signers of an eSign request and resend eSign requests. You can resend an eSign request to an individual or everyone who received the request! Timestamps from signers are also visible when completed.
Resend an eSign Request
1. Navigate to the Clients tab.
2. Select the desired contact.
3. Go to the Tasks tab on the client record.
4. Select an eSign task on the list.
5. Select the Signers tab.
6. Tap Resend.
Once sent, a confirmation populates at the bottom of the screen and the date it was resent is recorded below the signer's name.
