E-Signature

E-Signature

Step 1: Enter the Caseyou would like to receive the E-signature on.

Step 2: Then Press the ‘Generate’ Button, and check the detailed information.

Step 3: After it is generated, go to Files.

Step 4: Then press ‘Add Signatures’

Step 5: Generate the E-signature for the files you selected.

Step 6: Now generate a request link for the file.

Step 7: Now you’re signature request is sent!

Internal review notes before publishing

• Add multi-signer workflow for sponsor + principal applicant.
• Explain where signed agreements appear after signing.
• Add troubleshooting for broken signing links.
• Clarify whether initials can be added to every page.