Deliver the signature request to the recipient from ActionFlow

1. Choose a job that is ready for a digital signature.
2. While you can attach a signature placeholder to any report footer, eSignatures are most commonly used with Invoices and Quotes.
3. Generate an estimate or report for the job
4. If you have already configured the report with eSignature functionality, the top of the report menu will have a SignNow icon.
   
   
5. 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."
   
   
   
   
6. The document will be sent to the recipient's email.
7. A new action, "Signature Requested," will be automatically added to the job history, marking when the signature request was made:
   
   
8. A copy of the report will be added to the job files under the "eSignature Docs" folder:
   
   
   
   

Recipient receives and signs the document

1. After the document is sent from ActionFlow, SignNow detects the signature placeholders and delivers the document to the recipient via email.
   
   
2. 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.
   
   
3. 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.
   
   
4. Once the recipient signs the document, they will receive a copy of the signed document via email, marking the process as complete for them.
5. 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.
   
   
6. A "Signature Completed" action will be added to the job history to indicate when the signature process was finished.
   
   
7. A signed copy of the document will be saved in the job files under the "eSignature Docs" folder, ensuring easy access for all parties.