Send Client Contract for Signature
Client contract signing capabilities must be set up beforehand. Reach out to
[email protected]
to learn how you can simplify and automate your compliance process.
Smart Kx
|
9 steps
|
2 minutes
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
2
Click "Create contract"
information ordinal icon
Tip! You can also Amend an existing contract to make changes and send an updated contract for signature.
3
Create the contract as usual and proceed to the "Signing" tab
4
Select the signees (options: client and firm)
5
Use the arrows to adjust the signing order
6
Click "Summary"
7
Review signees and order
8
Click "Submit"
9
A Dropbox Sign email will be sent to the selected signee(s) with the pre-filled client contract and fee disclosure.