Agent Perspective
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The signature requests are sent by emails. Click on : “Start Signing Session in ” in order to start.
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There are different channels of signing: Signer → Signer's will sign from their email inbox Carbon Copy → The individual is set to receive a copy of the completed/signed document, without having to sign. In-Person Signer → Used when your client will sign in-person on your device. |
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After clicking Start signing, you will be redirected to each of the tag tags that you need to sign. If you can't find your tags, click on Find missing tags.
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4. Click on the colored coloured box that says initial or sign here. Then click Next to be taken to the next tag.
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Once all signers have completed signing, the fully-signed documents will be emailed to you
Client Perspective
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The signature requests are sent by emails. Click on: Start Signing Session in order to start.
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7. If everything has been completed successfully, you should have a message saying the signing session is complete with the option to download your signed documents.
Return to the Agent side
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