Emailing An Attachment Through eSign

You can email an eSign document without sending a contract.  From the Customer Record, select Functions then Email Customer.  Select the Attachments tab and choose the attachment.  Once the attachment is chosen, select the eSign button. 

Note: Only one attachment will be linked with eSign capabilities.  If you need to send multiple documents, multiple emails will need to be sent.

Customer View

You will be able to track the status within the Customer Record.  Select History> Transactions> Transaction Edit History. 

The defined Action is listed as ‘Request eSign’.  The filename of the attachment will be listed in the Note section.   Once the document has been signed, the Action will change to ‘eSign Complete’.

The document can be viewed in the customer file under the attachments folder as a PDF file.

eSign Forms

From the customer's record, you can request an electronic signature for any document you would like. Bring up the customer's record, select email, check box the appropriate form, and click Send.  The customer receives, views, and signs on this computer, and he is done. The signed transaction will automatically be attached to the customer's record for anyone to access.

* Note: Once signed, the transaction will be stored under the customer records, transaction edit history. A PDF file will be added to the attachments field.