Send Now to E-Sign

If you wish to send a client an E-Sign document, you can open the "E-Signature" tab on the left hand side of the User Area, and you'll have two options. If you wish to use an existing Firm Template, you can select this option, or you can create a fresh one with the other option.

Next, you can select the client you wish to send it to simply by clicking on the line underneath "Clients*", and typing the client's name. From here, it functions like any other E-Sign template.