To send a Signature Request, you first need a document to sign. To do this, the document must have the appropriate signature Data Placeholder in a document from the Document Builder.
Setting up the Signature Request
Go to the Signature Requests from the Business tab on the left hand side menu.
Select New Signature Request.
The following modal then appears asking for details about the request
Select which employee should review this document.
Choose the client/clients from whom you wish to request the signature/signatures.
Select the document template from the document builder.
Once the document template is selected, more options appear. These are to fill in information required for the Data Placeholders in the document.
Select the client to populate the client-1 placeholder.
Send for Signatures when ready.
Now the signature request is sent, it's time for the employee to review it.
Employee Review
The employee will receive a branded email requesting a review of the document.
This email may take a few minutes to come through. If the email cannot be found:
Check spam or junk mail folders
Verify the correct email address was used
Allow some time for potential delays in delivery
Request the adviser to resend the document if needed
When the email link is clicked, it takes the employee to the following page where they can look over the document and confirm they've reviewed the document.
After confirming, you are brought to this page where you can download the document if you wish.
Plannr's signature workflow involves two distinct stages: the Employee Review stage you've just completed, followed by the Client Signature stage.
Client Signature
The client receives a branded email inviting them to sign the document. This email includes a "Click to Proceed" link that opens the document for review and signature.
Note that the document is not included as an attachment, and clients cannot sign documents directly within the Plannr portal.
The button takes them to the following page where they can sign the document.
If clients report issues with receiving or accessing signature requests, consider these troubleshooting steps:
Ensure the correct email address was used for the recipient
Ask clients to check their spam or junk folders
If all methods fail, consider generating a new signature request
Finding the Document
Once completed, go into the client's profile and select Work then Documents. From here, go to Document Signatures and select the signature with the appropriate date.
Here you can see the signed document as well as a document confirming the legitimacy of the signature including timestamps and IP addresses for the signees.
Summary of Key Points:
Clients can only access signature requests via email and must click on the provided link to sign
Common issues with missing emails can often be resolved by checking spam folders
The signature process involves distinct employee review and client signature stages
Completed signed documents can be found in the client's profile under Work > Documents > Document Signatures