Select the Document in My DocBox or Team DocBox that needs to be sent for a Signature.
From the Files Ribbon, select Request eSignature.
The Client First Name and Client Last Name will AutoFill from CaseWorks, if available. Confirm the Client First and Last Name as it appears.
Select which Order of Signing steps. Please review here for Documents with Multiple Signatures (insert link when available).
- One signer at a time
- After first signer, additional signers notified simultaneously
- All signers notified simultaneously
Note: If the document only has 1 signature, it will allow to select ‘One signer at a time only’.
Next, add the Signer Email. If you have requested a signature from the client before, the email will begin to populate as you type the email address.
The Client’s Date of Birth will populate in the Password field. This will be the password the client uses to open the document from their email.
Select the “Flatten All Fields except Requested and Signature Fields” if you only want the client to sign and complete the field(s) designated for signatures and fields requested.
In the Add a Message field, the following message will Auto-Populate and can be edited:
Password is the client's 4-digit Birth Year. Please call {WorkerName} with any questions ({WorkerPhoneNumber}) or email {WorkerEmail}.
This Worker Information can be updated by clicking on the right side of your CaseWorks Home page under My Links > Personalize Contact Information for Forms.
Select Send. The client will receive an email to the provided email address with your added message and a link to sign the document.
If the document selected for eSignature does not yet contain any Signature fields, CaseWorks will ask if you would like to add Signature Request fields and will redirect to the CaseWorks Edit Properties (NCT) to add using the NCT Fields feature.
If the document is an ‘LCD’ form, CaseWorks will ask if you want to flatten the document and add Signature fields in the CaseWorks Edit Properties (NCT).
See Add Signature Fields section for further instruction (LINK When Available).
Once a signature is requested, the ShortNote/Next Step will immediately update to that an eSignature Request has been sent to the provided email address.
Client will receive an email notifying them that a Signature has been requested. See section for instructions on Signing a Document.
Once the document has been signed, you will see this reflected in CaseWorks. Please see Section on Confirmation that a Document has been Signed.