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How to request for E-signature to client?

  1. Navigate to the client section and select the specific client for whom you need to request a signature.

  2. Go to Documents section of selected client.

  3. Choose the document for which you need to request a signature.

  4. Right click on document.

  5. Select Request E-signature.

  6. Select Signer

  7. Click on signature icon

  8. Click on send button

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