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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