When sending a document to the client for signature from the action drop down menu in the client's Documents tab, you will select Request Signature.
This request becomes a client action in the client's portal. They can view and sign the document directly from the portal. This client action will also be included as part of the email reminder messages the client receives every Monday until the action is completed.
1. From the client's portal dashboard the client will click on Client Actions - View
2. After locating the signature request the client will click on the View button.
Click on the Sign button to be taken into Right Signature to sign the document. The signed document will be automatically uploaded into Firm360 with a status of completed signature.
Troubleshooting:
If you notice that it just says Pending status for the requested document and it does not allow the client to Sign, it means that the client clicked on Save Progress after they signed in Right Signature. Please make sure that they click on the blue Submit Signature button on the right of the Save Progress button as illustrated in the images below:
When you 'Request Signature' it will always show like below with the option to sign:
Client clicked on 'Sign' > Signed the Document > Clicked on 'Save Progress' instead of 'Submit'
After they click on 'Save Progress', this is how it will look like in the Client Portal. They need to go back to the document and click on 'Submit Signature'.
If it is a new email that the request is being sent to, after the client finished signing the document, they will receive a new email from Right Signature asking them to verify their identity. This will be the client portal view below for this case: