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ClientPoint Sign: Simplify Your Document Signing Process

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Elayza Cataluna
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Overview: What is ClientPoint Sign?
ClientPoint Sign is an easy-to-use eSignature tool built right into the ClientPoint experience, eliminating the need for external apps or websites. This feature simplifies the document signing process, enabling companies to close deals faster and share agreements seamlessly with prospects. With ClientPoint Sign, there’s no coding required—just upload your document, set up your signing process, and share.

Benefits of ClientPoint Sign

  • File Compatibility: Works with PDF and Word documents, supporting file types already in ClientPoint.
  • Customizable Signing Experience: Easily control who signs, which fields are required, and the placement of each field.
  • Unlimited Signers and Documents: No limit on the number of signers per document, and you can create, share, and sign an unlimited number of documents.
  • Streamlined Workflow: Efficiently send, sign, and repeat the process for all your documents within one platform.

How to Use ClientPoint Sign

Step 1: Create or Open a ClientPoint

  1. Log in to your ClientPoint account.
  2. From the Home page, click + New or New ClientPoint to start creating a new ClientPoint, or open an existing ClientPoint.

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Step 2: Add Your Document

  1. Open the Files tab within the ClientPoint you wish to use for the agreement.
  2. Select the document from your Content Library or click Add to ClientPoint to upload from your drive.

Step 3: Enable eSign and Set Up Fields

  1. With the document selected, click the Enable eSign button to activate the Easy Signature document builder.
  2. Enter the number of signers needed for the document and click Continue.

Number of signers.png 3. Drag and drop signature fields (Text Areas, Checkboxes, Dates, and Signature Blocks) for each signer. Customize each field by clicking the settings button on each element.

    • Required Fields: The signature field is mandatory by default, while other fields are optional.

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Step 4: Share and Sign

  1. Go to the Send tab to share the ClientPoint with your signers. Alternatively, click Copy Link to share a direct link to the document.
  2. When signers access the link, they can review, complete, and sign the document.

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Step 5: Access Signed Documents and Signature Certificate

  • Once all parties have signed, ClientPoint automatically generates a Certificate of Signature that is attached to the signed PDF, viewable and downloadable. You can also read more about how to sign documents here. 

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  • The certificate provides a record of each signer’s activity, ensuring a verified, secure signing process.

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  • Admins can view the ClientPoint and sign off with a Counter Signature for final approval.

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Additional Features:

  • Sign Notification: After signing, both parties receive an email notification, and a downloadable PDF with the signature certificate becomes available.

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  • Activity Tracking: The Signature Certificate logs signing activity for each participant, which is especially beneficial for maintaining records and ensuring compliance.
  • Admin Capabilities: Admins can sign off with a Counter Signature, adding another layer of approval for finalized agreements.

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For questions or additional support, please email us at support@clientpoint.net.