eSign Signature Execution Tutorial

Wendy Claypool -

This video reviews the eSign process from the client point of view. If the client has not verified their email they will receive an initial identity verification email. Once they confirm the email is active, the system will send the signature request. If there are multiple signors the system will execute one signature at a time. Once the document is signed off the signed document will be available under signatures. You can also send reminders to documents that have not completed the process. The professional is responsible for confirming the identity of the signor before they are added into the portal system.

 

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