The customer that you are sending a signature request to must first have an email address linked to their account. You can add this by going to their customer name from your customer list within the Counter or thru Admin-People-Customers. Click the edit icon next to their name and enter an email address in their email field and click Save.
Now that the customer has an email address linked to them, you can send a request signature when you send the email.
From the Workbench, you want to select the contract in question. Click the Contract option and select Email to Customer. From there, before you click Send you want to check the option to Request Signature and type in their name in the Legal Name field. If you don't collect credit card payments within Essentials, you won't have this drop down but you will have the Request Signature option to check off.
Once the Request Signature option has been selected, you want to make sure the customer's legal name and email address is correct.
Now you can click Send once any additional email comments you may have are entered,
The customer will then receive an email with a link to click on to view and digitally sign their contract
They will be asked to enter their email address.
*NOTE: What the customer enters has to be exactly what you enter. This includes any capitalization, etc.
Once they receive the request signature link in their email, they will be asked to verify their identity enter their email address
Once the customer identifies their identity, the contract and terms/agreements will show. They will scroll down to view these terms/agreements. Once they have scrolled down, they will have the option to digitally sign the contract. If the customer has a touch screen device, they can very easily sign on the screen using a stylus pen or their finger. They also have the option to type their name in which an electronic signature will be created for them.
Once the customer has signed the contract, they will click Save. A second screen will be brought up to where they have to verify they are the person that signed the document. They will scroll thru the terms again, check the "I accept" box and type in their name once more. They will click Save and the documents is now completely finished.
Want to know when a request signature has been signed? You can set up notifications for yourself by clicking on your username at the top right and choosing Notification Settings. From there, you can select what type of notifications you want to receive including when a signature request has been signed. You can select to receive notifications for any signature requests you've sent or for any signature request any user within Essentials has sent.
You will now receive an email notification any time either any e-sig documents are completed or just when the ones you sent are completed depending on which notification you turned on.
You can go back later and view it as well. From the Workbench, you want to select the contract in question. Click the Contract tab and to your right will be a list of all signature requests sent along with the date/time the request was sent and if it has been signed or not.
You can view the signed document by clicking on the view icon next to it. This will bring up the PDF version of the contract. If signed, you will see the electronic signature at the bottom of the contract terms/agreements. From the PDF view, you can print or just close it out. You can go back at any time and view this when needed; even when the transaction is closed and fully paid.
*NOTE: You can view closed transactions from the Workbench by clicking the Closed option from the Quick Filter options or generate the Closed Transactions Search Report within Admin-Reports-Transaction Reports.
Interested in getting this feature added on to your account. You can click on your username at the top right and choose Manage My Account. From there, click Manage/Change and to your right will be the option to add this to your account. Or, you can Click Here to reach someone on our sales team for pricing. You can Click Here to reach out to a support team member to learn more on how it works. Or, click the live chat feature to your bottom right to instantly chat with a support team member for further assistance.