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Client Walkthrough

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  1. The signature requests are sent by emails. Click on: Start Signing Session in order to start.

There are different channels of signing:

Signer  Signer's will sign from their email inbox

Carbon Copy → The individual is set to receive a copy of the completed/signed document, without having to sign.

In-Person Signer → Used when your client will sign in-person on your device. 

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2. After clicking on start signing session, a web page should automatically open asking you if you agree to sign Electronically?

To start the signing process, you need to click on I agree and then start signing session. If you check mark I Disagree, the signing session will be declined. Users have the option to Sign on Paper when disagreeing to sign.

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3. If you want to draw your own signature using a Tablet or Smart Phone, at the top left corner, toggle the type button to the draw option.

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3.1. Also, you could select “ Type” Option.

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4. After selecting or drawing your signature, click Save & Review documents.

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After clicking Start signing, you will be redirected to the tag that you need to sign. If you can't find your tags, click on Find missing tags.

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5. Click on the colored box that says initial or sign here. Then click Next to be taken to the next tag.

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6. Once all the tags have been signed, a pop-up should appear saying your almost done. To complete the signing session, click on: Complete Signing.

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7. If everything has been completed successfully, you should have a message saying the signing session is complete with the option to download your signed documents.