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Once an eSignature Request has been sent, a corresponding task is created in Canopy. To access the task, you must have sent an eSign request first. To get started click View created task in the pop-up window on the eSign Request screen. Alternatively, you can search for the task by navigating to the Task list from the global navigation bar.
View and Update eSign Tasks
1. Select the applicable task.
An Edit eSign Request window will open.
2. Edit any relevant fields.
Options include Task name, Priority, Client, Assignees, Due date, and Reminder.
3. The eSign file section will show you how many signers are added to this request as well as how many forms have been signed.
When the client signs the file in the Client Portal, the task will automatically update to a status of Needs review.
Click View to view your client's completed signature.
Please Note: You can also resend an eSign request in the Edit eSign request window! Simply locate the desired signer and select Resend. This sends another secure link to those who have not yet signed the document. You'll also be able to see when/if the request has been resent!
4. Click Update task to save your changes.
KBA Credit Retrieval
As long as a KBA credit has not been used, it is possible to get it back by first archiving and then deleting the task in the Global Tasks List.
Canopy Tip: You can use the filters to make it easier to find your request (assignee, contact, etc.).
Right-click on the eSign request and select "Archive".
Once the task has been archived, click on the three-dot menu in the top, right corner of the Tasks List and choose "Archived tasks" and delete the eSign request from there.
Once the eSign task has been deleted, the KBA credit will be sent back to your credit "bank" shortly!