Sending a Document for eSign

Document must be a PDF for e-sign to work. Once the PDF document is uploaded in the Library section of your Document Center there are two ways to proceed:

1. Go to the Document Center
2. Click the paper airplane next to the document you wish for them to fill out/sign
3. Compose a message and click Send

or

1. Click Messaging Center
2. Click Compose
3. Select your client's name from “Send to”
4. Enter a subject and your message
5. Click Attach an existing document or Attach a new Document
6. Select a document
7. Click Send

Your client will receive an email notification about the sent document.