Deliver the signature request to the recipient from ActionFlow
- Choose a job that is ready for a digital signature.
- While you can attach a signature placeholder to any report footer, eSignatures are most commonly used with Invoices and Quotes.
- Generate an estimate or report for the job
- If you have already configured the report with eSignature functionality, the top of the report menu will have a SignNow icon
- Click the SignNow icon. A new email window will open where you can enter the recipient's email address. After entering the email, click "OK."
- The document will be sent to the recipient’s email
- A new action, "Signature Requested," will be automatically added to the job history, marking when the signature request was made
- A copy of the report will be added to the job files under the “eSignature Docs” folder
Recipient receives and signs the document
- After the document is sent from ActionFlow, SignNow detects the signature placeholders and delivers the document to the recipient via email.
- Once the document is delivered, users can manage their documents through the SignNow portal. The portal offers advanced features for managing and tracking documents after they've been sent.
- The recipient will receive a URL link in the email, directing them to the document. They can sign in the designated spots using this link.
- Once the recipient signs the document, they will receive a copy of the signed document via email, marking the process as complete for them.
- A comment action will be added to the job history, tagging the Project Manager (PM) to notify them that the signed contract has been returned.
- A "Signature Completed" action will be added to the job history to indicate when the signature process was finished.
- A signed copy of the document will be saved in the job files under the "eSignature Docs" folder, ensuring easy access for all parties.
