Sending & Completing a Clixsign Request

NOTE
For assistance with Clixsign settings, view our Clixsign Settings Article (opens in new window).

This article includes the following topics:

• Generating a PDF 
• Send via Email
• Send via SMS
• Signing a Clixsign document
• Viewing documents

Generating a PDF

1. Select a particular client contact from the Contacts tab, click the Docs nested tab, and then click  Generate Documents. 
   
2. Ensure that the "Send Document via Clixsign" action is selected, as shown at the top left of the image below. Complete the "Document Configuration" section, providing the template to use, any optional fields tied to a specific template, and the Document Expiration Date". NOTE: the default for the "Document Expiration Date" is 30 days.
   
   
   
3. Next, complete the Signers & Delivery Method section. This enables you to select who the signers will be the signer type (Contact, Co-Applicant, Assigned User, Me, User, or Other, etc.), the email address, mobile phone number and also lists the SMS Subscription Status for that signer.
   
   From this section, you also can determine whether to enforce the order of the approvers that you have assigning. Click the checkbox next to "Enforce Signing Order" to do so.
   
   Finally, you can also establish whether this Cixsign request will be sent via email or SMS. NOTE: If you hover over the "Send via SMS" checkbox, a message appears stating that by verbally authorizing for SMS, you certify that the consumer has agreed to receive automated SMS messages to the mobile number provided.
   
   
4. Finally, go to the Email Message section of the page. Input the subject and message in the email accompanying this request for Clixsign signature. Select the template you wish to apply in the dropdown menu if this is an E-Marketing Template. You can make minor formatting changes to the message (bold, italics, or underlining).
   
5. When finished, click the purple Send for Signature button at the bottom of the page. You should see a confirmation at the bottom of the page, similar to the example below.
   

Send via Email

1. This prompts the CRM to send the generated document to the contact's email address for electronic signature. The email received will look like the image shown below.
   
2. Click the "Review & Sign Now" button in the email to continue.
3. On the page that appears (see below), read the disclaimer and if you agree, click the checkbox to confirm. Click the "Begin Signing" button.
   
4. Input the subject and message where indicated for the email that accompanies the request for Clixsign signature. Select the template you wish to apply in the dropdown menu if this is an E-Marketing Template.
   
   

   NOTE
   Subject and Message can be configured to auto populate with a default Subject and Message. This can be configured from Admin tab > Settings > Clixsign page.

5. When finished, click the green Send for Signature button.
   
   Clicking Send For Signature sends the document signature request directly to the contact's email address.
   

   NOTE
   If contact has a co-applicant with an email address, the system will automatically send the document signature request to the co-applicant, once the primary applicant has signed depending on signing order selection you have specified. The document signature request will only complete once both applicants have signed in co-applicant scenarios.

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Send via SMS

1. Once you submit your request for signature,signers will receive a link via text message that will open a page as seen in the image above. By checking the second checkbox option, you agree to receive text messages from Clixsign for signature and document activity. Checking both options is necessary to continue using SMS.
2. Click the "Begin Signing" button.
3. Scroll down to the bottom of the left-side panel to the SMS section. Ensure there is a phone number selected from the From Number dropdown menu and a Template selected from the Select Template dropdown menu.

   • NOTE
     If contact does not have a cellphone number, Send SMS will not be available.

4. When finished, click Send for Signature.
5. Do the following in the Enforce Signing Order section:
   
   
   • Select the Enforce Signing Order checkbox to ensure signers sign in the order you specify.
   • Use the Signer buttons to change the toggle status for the users you want to sign the documents. 
   • Select an option from the menu to change the order you want the signatures collected.
6. When finished, click the green Send for Signature button.
   
7. The CRM will send an SMS e-signature request and the emailed Clixsign request.
   
   

Signing a Clixsign document

1. Open the email from Clixsign, and click the Review & Sign Now button.
   
2. A Welcome window opens. To proceed, click the checkbox confirming that you understand and agree to allow the use of Clixsign to electronically approve this document.
3. Click Begin Signing. 
   

   NOTE
   Signature sizing on PDF documents follows a 4/1 aspect ratio whereas Initial areas follow a 2/1 aspect ratio. This translates to 240/60 pixels for signatures and 120/60 pixels for initials.

4. The document opens.
5. Do the following with the Clixsign Controls, if needed:
   NOTE: Depending on the type of document/agreement to be signed, not all features shown here may be available.
   
   • Zoom In: Zoom in for a larger view of the document to be signed
   • Zoom Out: Zoom out for a smaller view of the document to be signed
   • Full Screen: Change the view to encompass the entire screen
   • Sign Settings: View your current signature to be used for signing
   • Signers: View the signers assigned to the document
   • Jump to Next Signature: Allow the system to navigate the user to the next signature or initials area of the document.
6. Within the document, click on the Signature or the Initials field, to sign/initial the document in the appropriate areas. Use the blue Next Field button to continue to the remaining fields requiring a signature.
   
   NOTE: On the right side of the page, under the "Field Summary" heading, is a menu of options that are available to Decline to Sign, Modify the look of the Signature Method (see Signature Manager image below), and Show Field Locators in your document. Underneath the "Signing Actions" section, is a list of participants in this document's signature process.

7. By clicking the "Sign Here" box shown on the left in the image above, the Signature Manager dialog box opens (see image below). This provides the opportunity to either type a signature and initials (along with preferred formatting - see first image below) or to draw out a signature and initials using your mouse or fingertips (see second image below).

When finished with all fields, click the "Adopt & Confirm Signature" button in the bottom right of the Signature Manager box.

8. Once you have completed the Initials and Signature fields, you may still decline to sign at this stage by clicking the "Decline to Sign" option in the menu bar on the right of the page. Otherwise, go to the bottom of the page and click the  "Finish Document" button. 

9. When the process completes, the system displays the Signature Package Completed window.

IMPORTANT
The signer must wait for the document to finish generating. 

10. You will also receive email notification of the document's signature like the one shown below.

NOTE
If the Signer has a Co-Signer, (dictated by valid email address in the Co-Applicant Email system field) the document will not be completed yet. Instead, once the first signer completes their part, the ClixSign request automatically sends to the next signer. The ClixSign request is not complete until all signatures are complete.

11. After completing these steps, the document status is listed as Completed.

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Viewing documents

1. From the Client Dashboard, click the Docs nested tab. There are two (2) options to choose from to view signed documents.
2. Click one of the following:
   • Generated Docs tab to view all the documents created for the contact.
      
   • Clixsign Docs to view documents sent for e-signature along with when the document was sent, the status, how many signers have been requested, and of that number, how many have completed signing everything. The status column (shown below) displays the current status of the Clixsign request.
     • Sent - The Clixsign request has been sent.
     • Pending - The Clixsign request has been opened, and is pending signature(s).
     • Completed - The Clixsign request has been signed and completed.
     • Voided - The Clixsign request has been voided.
       

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