Getting Started with Documents in a Project

To get started with signing documents, you will need to set up a project. Once done, you will get to the Legal Review section. This is where you will create a submission for signatures.

To view any additional documents, or sync new documents that have been created after the project was created, Click "Manage documents"

Here you will see any available document for the project. You have the ability to edit if that document is active, and the timing of the signature from here on this project. This will only affect this project, and not the template.

If you feel you're missing a document, that should be available Click "Sync new documents" and this will pull any available document that has been added/created from the Admin panel.

You can also add a document directly from this page as well. To add a document, Click "Add new document"

Back on the Sales Call, Legal Review page, you will see all documents that need to be signed. This is where you will assign which contact or tech needs to sign. To set up the signatures, Click "Create submission"

This will display the Signer options that were set up on the Document Templates.

Click the Dropdown and assign the appropriate signer per the template setup.

NOTE: This will display any contacts and the tech that is currently on the project. So make sure you assign the appropriate contact. Currently, once that user is selected you will not be able to edit it. You will have to clear out the signers using the red X icon, and recreate the submissions

In this example, the Client will be selected in the Client Sign box, and the technician (Me in this example) will be assigned to the technician signing box.

The contact that was assigned, you will have two options. You can "Sign Now" or send for remote signature.

When signing now, it will prompt to complete all the required fields within the doc and walk the user through the process. Complete all the necessary fields and signatures that are assigned to that template.

For the Tech that was assigned, you will only have the option to Sign Now. This will not be available for remote signature. To sign, Click "Sign now"

Complete your signature, and any additional fields required on the Document Template as the "Tech"

Once completed, you will see the timestamp for that user and confirmation that it has been completed.

To send for remote signature, Click "Send for remote signature"

Once sent, the contact will receive an email with a link to complete the signature process.

Once the client clicks the link in the email, it will direct them to the document to complete the signing process. They will be walked through each field and signature that will be required.

They will then sign, and complete the document process

They will receive confirmation that it has been signed and will have an option to send a copy via email, or download the document. Keep in mind, that if the technician has not completed it's signature, the Client will only be able to see what's been completed at that time of download.

Tip! The User will receive an email with the executed copy once all signatures have been completed.

Once the remote signature has been completed, you will see the timestamp

To download the document, click the "Download" icon

To view the document, Click "cloud_download"

Submitting Documents for Legal Review in Clean Claims