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Prepare the document

Open the case and generate the agreement or letter you need from the case’s document area. Review the generated document before requesting a signature: confirm the client information, dates, fees, and any merge fields are correct.

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Add signing fields

From the generated document in Files, start the signature workflow. Select the document, add the required signer or signers, and place the required signature, initial, date, or text fields. Review the field placement at normal document zoom before continuing. E-signature editor showing the document canvas and the three-step signing workflow.

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Send the request

Create the signature request and review the recipient email address and message. Send the request only after verifying every signer and field. The recipient receives a secure link to complete their part of the document.

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Track completion

Return to the signature request or case files to monitor its status. When all required people have signed, open the completed document and verify that it contains the expected signatures before filing or submitting it.

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Troubleshooting

If you cannot start a signature request, confirm that the document was generated successfully and is a supported file type. If a recipient cannot find the link, verify the recipient address and ask them to check their spam folder before sending another request. Recreate the request when signer details or field placement must change.