Save for Later
This guide was created with Scribe in
2 minutes.
Sign in and create your own!
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
|
0 step
|
2 minutes
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
2
Click "Create contract"
Zoom Saved
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
Zoom Saved
4
Select the signees (options: client and firm)
Zoom Saved
5
Use the arrows to adjust the signing order
Zoom Saved
6
Click "Summary"
Zoom Saved
7
Review signees and order
Zoom Saved
8
Click "Submit"
Zoom Saved
9
A Dropbox Sign email will be sent to the selected signee(s) with the pre-filled client contract and fee disclosure.
Want to make guides like this in seconds? Yes, it's really that fast.
Show Me How
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe