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Document Hub - How to request a signature on a Document

Updated over 3 weeks ago

In Document Manager, once the PDF document has been saved in a client folder, you can send a signature request to your client.

  1. Open Document Manager, then locate your clients' drawer.

  2. Open the folder containing the document.

  3. Right-click on the document, choose Details, then Request Signature.

  4. Tick Client Signature Required.

  5. If you require a member of staff to sign, tick Staff Signature Required, then click Send.

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