Creating a Signature Request

Owned by Hedi El Goulli (Unlicensed)
Last updated: Aug 15, 2024 by Holley Vosburgh
3 min read

 

1. In your listing, client or transaction file click on either

  •  The Signature Logo .
     


    You will be redirected under the Signature tab, then click on Add Signature Request.

    OR


  • Open the file and click on Documents
     

Go to the Signature tab, then click on Add Signature Request.

2. You are now redirected to your New Signing Session area. In this section, you will be able to add or edit your client's information. 

Note: You can also add yourself as a signer only if you need to sign or initial your document. Otherwise, you will receive a copy of your signed documents once your clients complete their signature request. 

 

 

3. While setting your client's information, there are different Signer Types are available to you:

 

Signer→ Means that you have set your client as a signer.

Carbon Copy → Means that you have set your client to receive a copy of the signed document, without having to sign.

In-Person Signer → Means that you will meet with your client to make him sign in-person in your device.

 

♦ Routing #:

 

 

The routing numbers will determine the order of reception of the signature request by your clients.

In the example above, Bob is set as routing #1 and John routing #2, which means that Bob will receive the signature request by email first. Once he complete his signing session, then John will receive an email to start his signature request.

If both clients were set as routing #1, then they will receive the request by email at the same time and they will be able to start their signing session whenever they need to.

 

♦ Password:

 

 

For additional security and validation, passwords are recommended when two or more clients share the same email address. In this situation, you will set a different password for each client using the same email address and you will give to each parties their respective password. Then, prior to start their signature request, each client will have to enter their own password first so they can access to their signing session.

 

4. The next step is to select the documents to be signed by dragging your documents from Transaction Documents to Documents for Signing. You also have the option to check the Auto-Submit check mark so that your documents are automatically moved to your main section once signed. In addition, you will be able to edit your signing session subject and leave a message to your clients. Then click Tag Documents for Signatures.

 

 

Continue to: https://nexone.atlassian.net/wiki/x/4wB2Dg

 

 

 

 

 

 

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