Sending Documents for E-Signature

1. Upload the document to the client's record.
2. Click the document to open it, then click Request Signature.
3. Add signature fields to the document by dragging them to the correct location.
4. Add the client as a signer (and optionally a counter-signer from your team).
5. Click Send for Signature.

The client receives an email notification and can sign directly in the portal on any device. You'll receive a notification when they complete signing.