E-Signatures

The default status of e-signatures, i.e., "Not Sent," can be seen on the "Client agreements" list view-

If you are certain about the contents of the agreement, you may simply click on the 3 dots to open a drop-down menu and select the option to send the agreement for e-signature.

However, if you wish to review or modify the contents of the agreement before sending it for e-signature, you can simply open the desired agreement and select the option to send it for e-signature from within the agreement itself, eliminating the need to navigate outside to the list view.

Open the agreement that you wish to review by clicking on the case#-

Once the agreement is opened, after reviewing it, you can send it directly from here-

If you desire to modify the agreement, you have the option to select "edit agreement". Upon entering the edit view, you can simply check the box at the bottom of the agreement and click the "Update agreement" button. This action will simultaneously send an email and update your agreement.

Once the client has signed the agreement, both you and the client will receive a signed copy of the agreement in your respective email inboxes.

Furthermore, the status in the list view will change for the signed agreements-

If you have sent documents for signatures but they have not been signed by the client, the status will remain as "sent". This allows you to keep track of the distinction between documents that are not sent, those that have been sent, and those that have been signed.

Once the document's status is signed, the agreement can be clicked to open it. In the bottom right, the client's signature with date and time is visible.