Send an eSign Request for a Notice File
Written by Avery Simmons
Updated at September 1st, 2021
Table of Contents
1. Click the Options menu in-line with an attached .docx file.2. Select eSignature Request from the dropdown menu.3. Drag the my signature Signature field box to an appropriate place on the document.4. Click Recipients.5. Drag the recipients Signature field box to an appropriate place on the document.6. Click Send request.7. Click Send now.After Uploading a docx file and editing it, users can send an eSign request for the docx file from within the notice workspace. To get started, navigate to a relevant Notice.
Roles/permissions:
- Roles: Any
- Permissions: Create, Edit, and Assign Work
1. Click the Options menu in-line with an attached .docx file.
- You can also select a .docx file attached to a notice's subtask.
2. Select eSignature Request from the dropdown menu.
3. Drag the my signature Signature field box to an appropriate place on the document.
4. Click Recipients.
- If needed, add KBA to the eSign request by clicking the Signer Authentication toggle.
5. Drag the recipients Signature field box to an appropriate place on the document.
6. Click Send request.
- If needed, add a Due date, Reminders, or Note.
7. Click Send now.
