eSign
✅ eSign Best Practices: Tips for Faster, Smoother Signings
? Overview eSign makes it easy to get documents signed quickly, but a little prep goes a long way toward avoiding bounced-back packets, confused signers, and last-minute fixes. Whether you're sending a single disclosure or coordinating a full ...
🏠 Getting Started with the New e-Sign: Frequently Asked Questions
? Overview Welcome to the new and improved e-Sign experience! This guide will help you navigate the transition from our old (legacy) system to the new one, walk you through creating your first document packet, and answer common questions about ...
NEW: New eSign Experience!
Overview This guide shows you how to create, customize, and send documents for electronic signature (eSign) from your Back At You Office. It also covers how to track your packets after they're sent. You can upload any PDF document for eSignature. ...
eSign
You have the ability in ClientBAY to upload any PDF document for eSignature To do so; Go to eSign on the left hand side navigation menu. This will open up your eSign Dashboard. To start a new eSign Package, select +New in the upper right hand corner. ...