Customer and Agent fields
Place Signature, Initials, Date, and Text fields. Use Add Agent Signature and Fill Agent Fields to complete your signature, initials, and date before sending.
E-signatures
Prepare, send, and follow signature requests from one record.
Upload PDFs, place Customer and Agent fields, fill your Agent signature and text, then send the request and follow signing progress.
What you can do
E-signatures features at a glance
The relevant customer, office, task, or transaction details stay with the work.
Recipient delivery
Confirm recipient details before sending the signing link.
Request tracking
Search requests and follow their current state and completed documents.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Prepare documents
Upload the correct version and inspect every page.
- 02
Place and fill fields
Assign each field to Customer or Agent. Complete every Agent field, including any Text values.
- 03
Send and monitor
Choose Save & Send, check the email result, and use View details to find the signed PDF and certificate.
Before you start
What to check first
Who can use this area?
What you can use depends on your account type, role, office access, enabled services, and sometimes the record’s current status. The Help guide lists the usual roles, but your administrator controls access.
What should I verify before saving?
Confirm the person or record, office, date or reporting period, current state, and the effect described by the button or confirmation. For customer and financial actions, verify the destination or amount as well.
What if the page and Help guide disagree?
Don’t try to work around the page. Note what you see and send support the page, action, time, exact message, and a screenshot with sensitive information removed.