Send documents for signature - Remotely

Steps by Step on how to request signatures

Step by Step

1. When you are ready to send the document for signing, click on the signature icon on the right-hand side. 

2. Click "Remote Options" 

3. You can choose to set a signing order 

4. Then tick the appropriate boxes to request signature, client fill in or verification

5. You can add a custom email message and click send signature request

➡️Learn about "Fill in" - sending parts of the Agreement to the vendor to complete

What happens from here

•  The signers will get an email to notify them document is ready for signing when it is their turn to sign
• Primary Agents and assistant agents will receive an email notification when the document is signed and signers complete other required steps such as verification of identity.
• Office admins will not receive any notifications