Contact Specific Signing
- Debby Gibson
- Marleze Scheepers (Unlicensed)
The document signing process allows you to assign a specific Employee or Client Contact to a signature block.
This allows the system to keep track of which contacts still need to sign and creates a better workflow throughout the signing process. It also enables both employees and client contacts to easily identify where they need to sign on a document.
In a PDF document, once a Client Contact or Business Signature block is added, simply click on the block for the menu to appear.
Contact Specific Signing
Once the signature block has been added to the PDF document, click on the signature block (either green or yellow)
Set Name allows you to select a Contact (only Contacts who are related to the Client entity, and who have folder visibility will display).
Select allows you to move the block again.
Delete allows you to delete the block.
When Set Name is selected, the following dialog will appear which allows you to select a Contact:
Once applied, the Signature block will be updated to show the name of the Contact.
When the Contact goes to sign the document, he will automatically be directed to his own signature block(s).