There are four options for requesting signature requests from client(s) within Firm360
1. From within a client's documents tab - signature request for a single client
2. From client actions within a client's task tab or the task tab within a client's active project - signature request for a single client
3. From the global documents tab in your Firm360 - signature request for a single client
4. From within the global clients tab in your Firm360 - this tab will allow a signature request from a single client OR for bulk signature requests using a RightSignature template. RightSignature templates are created online by the RightSignature user by logging into RightSignature: RightSignature Website
*You are only able to request a signature on a document that is 20MB or less*
How to requests Signatures in bulk and how to create RightSignature templates:
Bulk Signature Requests using a RightSignature Template
**If you use a template in RightSignature be sure to mark it PRIVATE or other users will be able to view the template. You will have the ability to mark the template private on the last screen during the template creation.
Templates must be generic and not include information that is client specific.
Bulk signature requests utilizing a template only allow for one signer.
How to request signature(s) from the client's document tab, as a client action or the global documents tab in your Firm360:
1. Navigate to the document for which you wish to acquire a signature using the “Clients,” “Projects,” or “Documents” tab.
2. Click the “Action” drop down on the document line.
3. Click “Request Signature.”
4. In the pop-up box, click the contact(s) from which you wish to request the signature. You can also add any additional signatures (CPA, banker, lawyer..etc) needed by including their name and e-mail.
5. You will then see a "Please wait" screen while the document is being uploaded to Right Signature. This process could take up to a few minutes. Once completed, you will automatically be redirected to Right Signature.
6. If not already logged into Right Signature, you will be prompted to do so. (Remember to use the subdomain provided to you by the Firm360 support Team and your respective company name.)
7. Use the drag and drop options in the right pane to place your signature and text fields.
9. Once all signature and date fields have been placed and signers chosen, click “Next: Review.”
10. The final page will let you review the information, add a custom message if desired, choose an expiration for the request, and select a PIN or KBA authentication method if desired.
*Once a document request exceeds the expiration days you will receive an error in your Firm360 if you try to send a reminder to the Client to sign their document. Once the document expires you will need to send a new document request and cancel the expired request.*
11. Once reviewed, click “Send Document.” The signature request is complete and will be emailed to the signer(s).
12. You can close this tab to go back to Firm360. If you refresh the page, you can see that a signature request has been made. You have the option to send a reminder or cancel the request if needed. Right Signature automatically reminds the signers as well.
13. *** Many times following the signers completing the document there will also be a verification email sent to them from Right Signature to verify their identity. Until this verification is completed, the fully executed document will not pull into your Firm360. There will be two notifications your Firm will receive when this occurs. One notification will alert you that the document has been signed and the second notification will let you know the document is fully executed and delivered to your Firm360. To check and see if the verification step is delaying the delivery of your signed document you can login to your Right Signature account online and check the "History" of the document which will display the Audit Trail. See below how to navigate to the History in your Right Signature account. The verification of the signer's identity can occur either before they sign a document or after they sign a document.
Go to the Document tab in your Right Signature account online to view the full history and status of a signature request.
Click on the Document to open and then click on "History" in the upper right corner of the screen:
14. To ensure that Clients receive a pdf copy of the completed and signed document
You will need to turn on this feature in your Right Signature account under your Account "Settings" as shown below. Make sure to toggle the "Attach completed PDF in emails" to the "On" position.
Please Note: If you have a "Custom E-mail Greeting" within Right Signature (which can be found in the Branding tab) it will override any personalized message you send to clients when requesting a document for signature. Branding personalization does not appear on signature requests using a RightSignature template.