Countersigning a ClientPoint ensures that agreements are formally validated by both parties, reflecting mutual acknowledgment and approval. Once a recipient has signed and approved the document, users with appropriate permissions can add their signature to the agreement seamlessly. This feature provides a professional and efficient way to finalize contracts and agreements within the ClientPoint system.
Step-by-Step Guide to Countersigning:
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Log In and Access Manage Screen
Log in to your ClientPoint account. Navigate to the Manage section and locate the signed ClientPoint that requires countersigning.
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Select Files for Editing
Click the Edit dropdown menu and select Files to access the content of the signed ClientPoint.
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Initiate Countersignature
Within the Files section, select the Counter Signature option to open the signature page for countersigning.
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Complete the Signature Fields
Fill out the required fields on the countersignature page. This step ensures the document is complete with the user’s information.
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Finalize and Save
Once the countersignature is completed, the signature page will be automatically appended to the ClientPoint. The agreement is now fully executed and ready for further sharing or archiving.
Conclusion
The countersignature feature in ClientPoint provides a streamlined process for completing agreements, offering users a secure and straightforward method to append their signature to a recipient-approved document. By following these steps, users can maintain professionalism and ensure all agreements are finalized efficiently.
For any assistance or additional queries, please contact support@clientpoint.net.