How to Manually Send a Document for Signature from the Documents Page in Lawmatics
- Joey Garchitorena |
- 10 steps |
- 59 seconds
1
Navigate to [https://app.lawmatics.com/documents](https://app.lawmatics.com/documents)
2
Click "Send Document"
3
Select the Matter under Merge fields from
4
Optional: Set a deadline.
5
Set the deadline you would like your client to review and sign the attached document you are sending.
6
Click "Search client..." Make sure to select the matter, not the contact.
7
To use the email template, select "Use Email Template." To write your own message, click "Use Standard Email." Then, write your message in the text box.
8
Click "SEND"
9
Click here to drop down the status.
10
The status will update from pending to sent and "viewed" if the client has opened the document you sent.
