You have the ability in ClientBAY to upload and send any document for eSignature

• Go to the eSign tab on your left hand side menu
  
• This opens the eSign dashboard where you can see all your sent eSign documents
  
• To start a new document CLICK+ in the upper right hand corner to start setting up the eSign session
  
• If you are an admin, TYPE the agent name who will be responsible for the eSigning. For an agent your name should appear.
•  in the PACKET NAME
• SET your reminder and expiration requirements
• IF the eSign is related to a transaction CHOOSE the transaction
  
• Then press NEXT
  
• TYPE the email subject
  
• CHOOSE if there are others that need to be notified of completion in the CC field
  
• SELECT if you would like text message notifications
  
• TYPE the name of the client to add a contact.  If the person you are sending it to is NOT in your CRM CLICK + to add them to the eSigning and to      your CRM. If the person is already in your CRM  - simply start typing their name and they will populate for you.
  
• CLICK NEXT 
  
• SELECT the file(s) that you would like to use for the eSign
  
• You can UPLOAD  a file from your computer
  
• You can USE a file from your HOME FOLDER
  
• OR you can USE a transaction document
  
• CLICK NEXT
  
• The wizard will insert the file(s) you have chosen. 
  
• To ADD A TAG (information box) CLICK THE GRAY BAR above what you would like to add
  
• DRAG AND DROP the box where you would like it to go
  
• You can TYPE in the READ ONLY/WRITABLE DATA options.  However, once it is out for signature the client/signor can only write in the writable data
  
• Once you have added all of the tags that you would like CLICK NEXT
  
• Review all of the information for sending
  
• If it is correct CLICK FINISH
  
• If it is NOT correct CLICK PREVIOUS and correct the needed information.
  

• On the main eSign dashboard you will see the status of the signatures:
  
• SENT
  
• OPENED
  
• COMPLETED
  
• Once the signing is completed there will be a date under the completed column as well
  
• You will get email alerts as well as your client takes action on the signings
  
• Here on this dashboard you can also grab a completion certificate by selecting the three dot action button for a completed esign packet.