--- title: Client Walkthrough description: Client Walkthrough --- [Skip to content](https://knowledge.nexone.ca/en-ca/client-walkthrough#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#electronic-signatures) December 2, 2025 # Client Walkthrough ![783efb66-9e2b-47cc-8245-f3292ebcb8a3](https://knowledge.nexone.ca/hs-fs/hubfs/783efb66-9e2b-47cc-8245-f3292ebcb8a3.png?width=670&height=448&name=783efb66-9e2b-47cc-8245-f3292ebcb8a3.png) 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.*  ![60339ea1-0080-49bc-bc00-967d153a7ffa](https://knowledge.nexone.ca/hs-fs/hubfs/60339ea1-0080-49bc-bc00-967d153a7ffa.png?width=670&height=306&name=60339ea1-0080-49bc-bc00-967d153a7ffa.png)![](blob:https://nexone.atlassian.net/135daa2f-1b90-4760-abed-8581b9e1bd35#media-blob-url=true&id=81228fce-ff3c-494f-84f9-46a05c14261c&collection=contentId-2507440552&contextId=2507440552&width=852&height=389&alt=) 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. ![e1d4b60c-a8d9-4a18-91db-c8d40e06d385](https://knowledge.nexone.ca/hs-fs/hubfs/e1d4b60c-a8d9-4a18-91db-c8d40e06d385.png?width=670&height=292&name=e1d4b60c-a8d9-4a18-91db-c8d40e06d385.png)   ![](blob:https://nexone.atlassian.net/42186c38-c5af-47f4-a7ee-112301e9746f#media-blob-url=true&id=bc3d6a6c-fe78-488a-a021-9a0ccd6852ed&collection=contentId-2507440552&contextId=2507440552&width=1597&height=697&alt=) 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.  ![4f04809b-0d6d-4846-abc1-1521a92b3dec](https://knowledge.nexone.ca/hs-fs/hubfs/4f04809b-0d6d-4846-abc1-1521a92b3dec.png?width=670&height=274&name=4f04809b-0d6d-4846-abc1-1521a92b3dec.png) ![](blob:https://nexone.atlassian.net/5e010f73-6fb5-4cf5-a3fa-8379cc5b80b8#media-blob-url=true&id=7dd815bd-d777-4190-8437-8f92c7c0dad3&collection=contentId-2507440552&contextId=2507440552&width=1574&height=644&alt=) 3.1. Also, you could select “ Type” Option.  ![3796f151-dbda-4d4f-a62c-8b11b7160e3a](https://knowledge.nexone.ca/hs-fs/hubfs/3796f151-dbda-4d4f-a62c-8b11b7160e3a.png?width=670&height=275&name=3796f151-dbda-4d4f-a62c-8b11b7160e3a.png) ![](blob:https://nexone.atlassian.net/cbaa9af9-6725-44c8-9745-e9ab4b0baf68#media-blob-url=true&id=780bfe27-cb63-4e10-8457-73e4226b9699&collection=contentId-2507440552&contextId=2507440552&width=1599&height=657&alt=) 4\. After selecting or drawing your signature, click **Save & Review documents**.  ![924824e1-3758-41d7-a0bc-62f2beb2a80b](https://knowledge.nexone.ca/hs-fs/hubfs/924824e1-3758-41d7-a0bc-62f2beb2a80b.png?width=380&height=535&name=924824e1-3758-41d7-a0bc-62f2beb2a80b.png) ![](blob:https://nexone.atlassian.net/6aab9bac-9c72-43ce-b91c-ce9b8d689896#media-blob-url=true&id=a369df4f-a21f-492f-996b-1e80798b56ec&collection=contentId-2507440552&contextId=2507440552&width=380&height=535&alt=) 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**.  ![d674588d-30c1-4eeb-be0d-bf5b0ed32f19](https://knowledge.nexone.ca/hs-fs/hubfs/d674588d-30c1-4eeb-be0d-bf5b0ed32f19.png?width=670&height=220&name=d674588d-30c1-4eeb-be0d-bf5b0ed32f19.png) ![](blob:https://nexone.atlassian.net/70d15797-3670-443c-b175-60291356395e#media-blob-url=true&id=200e2594-ac76-4405-b9e2-7873920a8d16&collection=contentId-2507440552&contextId=2507440552&width=1321&height=434&alt=) 5\. Click on the colored box that says **initial** or **sign here**. Then click **Next** to be taken to the next tag.  ![ba14fe29-9149-4851-a96b-ce31f7ba20b6](https://knowledge.nexone.ca/hs-fs/hubfs/ba14fe29-9149-4851-a96b-ce31f7ba20b6.png?width=670&height=302&name=ba14fe29-9149-4851-a96b-ce31f7ba20b6.png) ![](blob:https://nexone.atlassian.net/98fb4bad-6761-4d5b-bea0-088722568a44#media-blob-url=true&id=dcf2cea8-4d93-4b7b-8e97-6aea1fb38a00&collection=contentId-2507440552&contextId=2507440552&width=671&height=302&alt=) 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**.  ![15702a5e-a90f-4f75-9c67-4d4072d1adb3](https://knowledge.nexone.ca/hs-fs/hubfs/15702a5e-a90f-4f75-9c67-4d4072d1adb3.png?width=501&height=316&name=15702a5e-a90f-4f75-9c67-4d4072d1adb3.png) ![](blob:https://nexone.atlassian.net/70794d0f-cd3f-4fd2-9d7c-035b88430e36#media-blob-url=true&id=723b5923-bb1d-4f63-88f1-67d10a631f63&collection=contentId-2507440552&contextId=2507440552&width=501&height=316&alt=) 7\. 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