eSign

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

To do so;

1. Go to eSign on the left hand side navigation menu. This will open up your eSign Dashboard.
   
2. To start a new eSign Package, select +New in the upper right hand corner. 
   
3. This will pop open a screen where you first need to select the Agent this eSign package is coming from in the Agent drop down menu.
   
4. Next, fill in the Packet Name.
   
5. Then set your Reminder After and Expiration After Requirements.
   
6. If the packet needs to be uploaded to the Sellers or Buyers Documents tab in your Transactions, then select the Link to Transaction option. This is not mandatory and is only available if you have our FinancialBAY platform. You can use the search bar to search for the transaction that you want to link this document to. 
   
7. If the packet you are sending is not associated with a transaction, select No Transaction.
   
8. Select Next.
   
9. The Email Subject will automatically be filled with the name of the eSign packet. If you would like to change it, you can do so.
   
10. If others need to be notified of the completion of this packet, be sure to put them in the CC field.
    
11. In the Email Body, enter in any additional information you want to send the client.
    
12. If YOU want to receive text message notifications, select Yes in the Send Text Message Notification field.
    
13. To add a recipient, type in the name of the client you in the Add Recipient search bar. If the client you are looking for is in your CRM they will start to populate. If they are not in your CRM click the +New Contact button to add them to your eSign packet and your CRM.
    
14. Select the file(s) that you would like to use for the eSign. You can do this by:
    
1. Uploading a file from your computer by selecting Add Files;
   
2. Drag and dropping your file(s);
   
3. Add a file from your File Sharing in ClientBAY by using the My Files button; or
   
4. Add a file from Company File Sharing in ClientBAY by using the Company Files button.
   
15. Once you have your document(s) uploaded, you can select a template under the Template field next to the name of your document. If you DO NOT want to use a template, move to the next step.
    
16. If you are uploading multiple files, you can change the order in which they appear in the packet by using the up and down arrows to the left of the document name.
    
17. Click Next. The wizard will then insert the file(s) you have chosen.
    
18. Add a tag (i.e, name, date, initials, etc), by clicking the White Bar under the tag you would like to add. This will highlight the white bar.
    
19. Drag and drop the box or click where you would like the tag added to the document.
    
20. You can type in the READ ONLY / WRITEABLE DATA options; however once the packet is out for signature, ONLY the client/signer can write in writeable data.
    
21. Once you have added any tag, you will be able to select which recipient the tag is for and whether it is required or not. Each packet must have one required field in order to proceed to the next step.
    
22.  After you have added all of your tags, click Next
    
23. Review all of the information for sending. If it is correct, click FINISH. If you need to make any edits, click PREVIOUS. 
    
24. When you press FINISH, the packet will then appear on your eSign Dashboard where you will be able to see the status of the packet. These statuses will be either Sent, Opened, Completed or Void. When the signing in a packet is completed, there will be a date under the completed column under Dates as well.
    

You will get email alerts when your client(s) are taking action on the packet.

Each eSign packet will also have a three dot action button next to it where you will be able to perform some additional actions.

If the packet has NOT been complete you can:

1. View the Documents
   
2. View the Recipients
   
3. View the History of the packet
   
4. Resend the packet to all or some of the recipients
   
5. 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.
   
6. Void the packet.
   

If the packet has been completed,  you can:

1. View/Download the Documents
   
2. View the Recipients
   
3. View the History of the packet
   
4. View/Download the Completion Certificate 
   

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