Once at the esigning section there are options to click to send an email for remote electronic signature or sign here. You can opt to send the document immediately to your client for them to print and sign, or to esign and return to you:
If you select "click here to send an email for remote electronic signature" a window will pop up for you to enter an email address. It will also CC in your own email automatically:
There is now an added secutiy option to include your recipient's mobile number. This enables an SMS message to be sent advising them that a document has been sent by email for them to esign.
The SMS message sent will read as:
"Lawsoft Demonstration has emailed you a document to sign online. Please call them on 419888485 if you did not receive it."
The recipient will receive a noreply email stating who has sent and what the document is that has been sent to sign. An option to electronically sign the form is available with an attached PDF of the form.
Once the receipient selects Electronically sign the form a window will pop up asking for the recipients signing consent:
After selecting "I Agree" another window will pop up for an SMS verification code to be entered:
The code sent by SMS can now be entered to proceed to remote signing.
Once the recipient is at this screen, they can opt to do their own signature, create a text signature, or upload a signature. Once done, the recipient clicks "Save."
A thank you message then pops up to advise that an email has been sent to the agent confirming the esigning of the document.
Once an esignature has been done on a form it will become locked and will show the signature on the screen.
Other esignatures can be added after the form is locked, but the contents of the form cannot be edited. To edit a locked form, click the "Unlock" botton. This will clear all esignatures and allow editing to be done. You will first be asked if you wish to save a copy of the signed form before unlocking and clearing the signatures.
Once un-locked and cleared, the form can be re-edited and signed again.