Automate RightSignature Requests within Project Templates
Client Actions within your Project Templates can automate sending documents to your clients for signature. This feature allows you to send such items as your Engagement Letter and Tax Questionnaire in bulk for completion and signature to the Primary contact. This feature is restricted to single signer RightSignature document templates.
Important Steps you must take before setting up a RS Template Signature Client Action within your Project Template are found below. If you have already set up your RightSignature templates scroll down to Step Two.
Step 1: Creating a RightSignature template - Follow the steps in the article linked here before moving forward with Step Two.
After Step One is complete you are now ready to add a RS Template Signature client action to your Project Templates in Firm360.
Step 2: How to Add the RS Template Signature Client Actions to your Project Template (Note: You must be the owner of the RightSignature Document Template you want to add as a client action)
- Navigate to Customizations in the black ribbon
- Click on Project Templates
- Scroll to the Client Actions within your Project Template and Click the Add + Button
- Title- Enter the Name of the Client Action
- Create on status- The client action will not be created until the project reaches the selected status
- Type- Select RS Template Signature as the type of client action
- RightSignature Template- Select the RS Template you want your project to send out. (NOTE: You must be the owner of the RS document in order to select it from the dropdown.)
- Who Receives- Select either the Primary Contact or Billing Contact if applicable. (NOTE: RightSignature Requests within a Project Template can only go to one contact)
- Click Save- These saved client actions will now be created when the active Project hits the selected status and will generate the RightSignature Request to your client.
Note: Changes made to client actions do not get applied until you click “Push Items to Existing Recurring Project Templates and Open Projects” in blue.
This action will remove all current items (Client Actions) from the associated Recurring Project Template and replace them with the updated list from the template.
Open projects tied to those recurring templates will inherit the new items once they reach the corresponding status.
Note: Items tied to statuses that have already been completed will not be applied retroactively. This will also override any customizations you have made at the client level.
How to View RS Template Signature Client Actions
Once your Client Actions generate to your clients for signature you will be able to see them as Client Actions under Client Actions in the black ribbon.
- Navigate to Client Actions in the black ribbon
- Click on the Search Criteria dropdown and select Client Action Type
- Select Signature Request from the dropdown
- Click Apply
- Scroll to the bottom of your screen and click on Show Completed Client Actions
Once these options are selected you can view all of the completed and outstanding RS Signature Client actions for your clients
How to View the Documents that were sent through the Client Action
View the Pending and/or Signed documents by navigating to the documents tab in the black ribbon then scroll down to the bottom of the page and click “Show All Signature Requests”.
From here, you have the ability to remind clients to sign the document, as well as the option to cancel the document request.(Note: In order to remind or cancel you must be the RS document template owner)
Once your client has signed the document and it is fully executed, it will automatically appear in Firm360 within the client’s personal documents tab and under the documents for that specific project. You can also easily find all signed documents in the global documents tab in the black ribbon by adding on the “Has Complete Signature Request” search criteria.
You will also receive an email from RightSignature letting you know that your document has been signed.