From anywhere within ClientPoint your action card will show “Sign”. To send a document to be signed, click on Sign. You will be asked to select the document that you would like to send for signature and add the fillable fields for the signers required.
Once the document is setup, you will be asked who you want to send this document to:
- Public - visible to all
- All of My Relationships - Visible to your connected relationships
- Specific People - Visible to only the people you’ve selected
- Collaboration Group - Visible to the people in the group
On each signing activity, the owner of the document and other signers will receive a notification.
Uploading & sending a document on ClientPoint is really simple, on the homepage just below the action card where it asks you "What would you like to do today".
Upload a document for signature
Step 1: Click on Sign.
Step 2: When you click on Sign, a screen on your right side will open and you will be asked to upload the document that you would like to configure for Signature. Click "Upload a file for Signature Setup".
Step 3: Once the document is uploaded, click on Continue
Step 4: Once you click on Continue, you will be directed to ClientPoint Sign. Here you can select the number of signers, drag and drop signature box, text box and Initials. Once done, please click Continue to save.
Once the document is saved and ready to sign, you can select if this document will be shared with public, all of my relationships, specific people, or collaboration group.
The users will be able to open the document from their respective timelines and sign. Once signed, both you and the client will receive a notification via email. You can review or download a copy of the signed document.