Find "E-Signature Sent" in the Matter Activity Timeline

E-Signature Sent
02/13/2023 6:24pm MST
Requested By -
Betsy Nigro
Role:
Client
Document Name:
Example – Engagement Agreement
Signature Count:
0/1
Status:
Sent
Email Subject:
Please sign this document
Email Message:
Document Link:
Sent Document
Signature Link:
Click to Sign

Click the "Copy" icon next to Click to Sign to copy a link to the signature request to copy the Signature link to your clipboard.  This is helpful for situations where you want to send or re-send the signature link to the signer in a separate email or text. 

Click "Click to Sign" to open the document and sign it immediately. You may want to do this so that you can hand your computer, iPad, etc. to a client if they are ready to sign the Engagement Agreement in person. 

A disclaimer will appear, notifying you that signing the document without sending the link to the recipient's email or phone number may invalidate the eSignature under the ESIGN act. To proceed, click "OPEN"

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