eSign

eSign

eSign

Using the eSign Tool

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

  • Go to eSign on our left hand side menu

  • This opens the eSign dashboard where you can see all your sent eSign documents

  • To start a new document +New in the upper right hand corner to start setting up the eSign packet

  • Select the from agent in the Agent dropdown

  • Fill in the Packet Name

  • Set your Reminder After and Expiration After requirements 

  • If the packet should be uploaded to the Sellers Documents or Buyers Documents tab of one of your deals click on Link To Transaction (this is NOT mandatory). Use the search bar to search for the associated transaction and click on the button under Side to select the side you're representing. If the packet you're sending is not associated with a deal, select No Transaction.

  • Select the Next button

  • The Email Subject will be autofilled with the name of the packet that was set on the previous page. If you would like to change the subject line you can do so on this step.

  • The CC field if there are others that need to be notified of completion

  • In the Email Body field you can enter additional text or information to send to the client

  • If YOU would like text message notifications, select Yes on the Send Text Message Notification field

  • To add recipients type the name of the client/contact in the search bar next to the Add Recipient field.  If the client you are sending the document to is NOT in your contact list click + New Contact to add them to the eSign packet and your contact list

  • Select the Next button

  • Select the file(s) that you would like to use for the eSign:

    • Upload a file from your computer using the Add Files

    • Drag and Drop your file(s) 

    •  Add a file from your files on the Files tab using the My Files button

    •  Add a file from Company Files on the Files tab using the Company Files button

  • Once you have your documents uploaded you can select a template under the Template field next to the name of your document. If you DON'T want to use a template, move to the next step

  • If you’re uploading multiple files, you can change the order in which they appear on the packet using the up/down arrow to the left of the document name

  • Click Next

  • The wizard will insert the file(s) you have chosen

  • To Add a Tag (information under Tags on the left) click the White Bar under the tag you would like to add, this will highlight the white bar

  • Drag and Drop the box or Click where you would like the tag added to the document

  • You can type in the READ ONLY/WRITABLE DATA options, however, once the packet is out for signature ONLY the client/signor can write in the writable data

  • Once you have added a tag you will have an option on the left to select which recipient the tag is for and you can set if the field is required or optional. Each packet must have one required field in order to proceed to the next step

  • After 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

  • On the main eSign dashboard you will see the Status of the signatures:

    • Sent

    • Opened

    • Completed

    • Void

  • Once the signing is completed there will be a date under the completed column under Dates as well 

  • You will get email alerts as well as your client takes action on the signings

  • There are also several actions you can perform with the Action button (three blue dots to the right of the packet)

  • If the packet has NOT been completed yet you can:

    • View the Documents

    • View the Recipients

    • View the History of the packet

    • Resend the packet to all or some of the recipients

    • Void and Edit the document if there are some changes that need to be made. With this action the tags that were previously added will also be added to the new document

    • Void

  • ​If the packet HAS been completed you can:

    • View/Download the Documents

    • View the Recipients

    • View the History of the packet

    • View/Download the Completion Certificate

    • Related Articles

    • eSign

      Using the eSign Tool 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 ...

    • ADMIN: Access Groups

      Access Groups As Admin, you have the ability to add and edit Access Groups. To do so, select your Settings icon in the upper right hand corner of ClientBAY. Once your Admin Settings Dashboard loads, select Access Groups under the Company section. ...

    • Add Documents To A Transactions Checklist

      Utilizing checklists assists in the organizing of the paperwork required with a transaction.  To attach documents to the checklist selected you must have assigned a checklist to a transaction either while opening the wizard or with in the details ...

    • ADMIN: Transactions Recap 2

      Managing Your Checklists The easiest way to manage your checklists is by going to your Checklist Dashboard. You can get there by going to your Financial Tab on your left hand side menu and then selecting Transactions. This takes you to your ...

    • Transaction Document Management

      Within the Financial section of ClientBAY, you can find all of your transactions and manage your paperwork for your office.  This can be done using checklists that your office has set up.  If you don’t know how to assign a checklist to a file, that ...