PracticePanther makes it easier to obtain signatures from your clients!
eSignature allows users to send documents with signature requests directly to clients. Below, you will find a start-to-finish tutorial covering everything you need to get up and running with our eSignature feature.
Index:
Prepare a Signature Request
Navigate to “Documents" at the top of the page and select "eSignature".
Click on the “New eSignature Request” button.
Select the contact/matter, add the document, select the order of the signers, and prepare the email that will be sent to the client.
Note: You can attach your OneLink Payment link to text in the "Email body" Field. You can check out the OneLink Tutorial here.
Click “Prepare for Signing” to prepare the document that will be signed.
You will be redirected to the signature preparation page. Here you can add different fields that the signers will be able to fill out and complete.
Send to Signers!
Document Fields
There are 3 field types that can be inserted into a document that will be sent to a client:
Signature Fields
Auto-Fill Fields
Standard Fields
Signature Fields are the fields that are used for a client’s eSignature. This includes the signature field and the initial field.
Auto-Fill Fields are fields that will be completed by the client as apart of signing.
Standard Fields, are fields that can be customized with other options.
To insert a field, select the desired field in the left-hand menu, and then double click on the document where you would like the field placed. You can also drag and drop the field to your desired location on the document.
eSignature Status Page
You can view the status of your signature requests from the eSignature Page. Here you will be able to tell the status of the document, who has or has not signed the document, when it was created, who it was created by, and also cancel or resend the document.
How to Cancel or Resend an eSignature
Canceling an eSignature
To cancel the eSignature hover over the document name on the status page and hit the cancel button.
Next, you will be prompted to confirm the cancellation. This action will notify the signers to let them know the eSignature has been canceled (this action cannot be undone).
Once you confirm the cancellation the status of the eSignature will updated to cancelled.
Resending an eSignature
To resend the eSignature hover over the document name in the status page and hit the resend button. Confirm you want to resend the document by pressing the green resend button on the pop-up window.
Your client will now receive an email stating they have an outstanding document(s) to sign.
Other Frequently Asked Questions
How much does eSignature Cost? eSignature is included in the Business Plan subscription.
How do I access eSignature? Firm administrators have the ability to activate eSignatures in their PracticePanther settings. Once activated, eSignatures can be started on the new eSignature dashboard, or directly from a Contact or Matter.
Can anyone use eSignature? PracticePanther has eSignature-specific permissions available in account settings. Account administrators will have full control over which users will be able to send eSignature requests, who they can be sent to, and if they can be downloaded, among other settings.
How many documents can I send in a month? eSignature in PracticePanther has no limit on the number of signature requests you can send.
Will I be notified when an eSignature occurs? All parties involved in the signing process will receive an email notification when a document is received, signed, and completed.