Sending & Completing a Clixsign Request

This article includes the following topics:

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

Overview

Managing document signatures manually slows down client onboarding and contract execution. Clixsign accelerates agreement execution by enabling you to send e-signature requests directly from the FORTH CRM via email or SMS text message. Contacts and co-signers can securely review, adopt, and sign documents on any device without printing or scanning. This automated workflow reduces document turnaround times, improves completion tracking, and maintains a complete audit log.

Prerequisites

• Standard user access to the FORTH CRM.
• Valid contact email address or mobile phone number for document recipients.
• Configured Clixsign document templates in Admin > Settings > Clixsign.
• Verbal authorization from the recipient prior to sending signature requests via SMS.

How to Access

1. Log in to the FORTH CRM.
2. Go to Contacts > select a client contact.
3. Click the Docs nested tab.
4. Click Generate Documents.
   

How it Works

1. Configure the Clixsign Request

1. Select Send Document via Clixsign from the top-left action menu.
   
2. Complete the Document Configuration section:

• Select the document template from the dropdown menu.
• Fill in any optional fields tied to the template.
• Set the Document Expiration Date (default is 30 days).

3. Complete the Signers & Delivery Method section:

• Select the signer type (Contact, Co-Applicant, Assigned User, Me, User, or Other).
• Confirm the email address and mobile phone number for each signer.
• Review the SMS Subscription Status indicator.

4. Select the Enforce Signing Order checkbox if signers must complete the document in a specific sequence.

[INSERT SCREENSHOT: Document Configuration and Signers & Delivery Method sections displaying template selection and Enforce Signing Order checkbox.]

2. Send via Email

1. Navigate to the Email Message section.
2. Enter the subject in the Subject field and your message in the Message field.
3. (Optional) Select a template from the dropdown menu if using an E-Marketing Template.
4. Click Send for Signature at the bottom of the page.
5. Verify that the confirmation banner appears at the bottom of the page.

[INSERT SCREENSHOT: Email Message setup section showing subject line, message body, and Send for Signature button.]

3. Send via SMS

1. Verify that the recipient provided verbal authorization to receive automated SMS messages.
2. Scroll to the SMS section at the bottom of the left-side panel.
3. Select an active phone number from the From Number dropdown menu.
4. Select a template from the Select Template dropdown menu.
5. Click Send for Signature.

[INSERT SCREENSHOT: SMS section displaying From Number and Select Template options.]

4. Recipient Signing Workflow

1. Open the Clixsign email or text message notification and click Review & Sign Now.
2. Select the disclaimer checkbox on the welcome page, then click Begin Signing.
3. Use the document toolbar controls as needed:

• Zoom In / Zoom Out: Adjust document scale.
• Full Screen: Expand document view.
• Sign Settings: View active signature configuration.
• Signers: View designated signers.
• Jump to Next Signature: Move to the next signature or initials field.

4. Click any Signature or Initials field in the document to open the Signature Manager.
5. Type or draw your signature and initials, then click Adopt & Confirm Signature.
6. Review options under Field Summary on the right panel if changes are needed.
7. Click Finish Document at the bottom of the page once all fields are complete.
8. Verify that the Signature Package Completed confirmation window appears.

[INSERT SCREENSHOT: Clixsign recipient signing screen showing Signature Manager window and Finish Document button.]

5. View Signed Documents and Request Status

1. Go to Contacts > select the client contact > Docs nested tab.
2. Select one of the following tabs:

• Generated Docs: View all generated documents for the contact.
• Clixsign Docs: View sent e-signature requests, sent dates, total requested signers, completed signers, and current request status:

• Sent: The signature request was sent to the recipient.
• Pending: The recipient opened the request, and signatures are pending.
• Completed: All signers completed and submitted the document.
• Voided: The signature request was canceled or voided.

[INSERT SCREENSHOT: Clixsign Docs tab showing status column and signer progress indicators.]

Troubleshooting / FAQ

Q: Why does a warning banner prevent me from generating a Clixsign request?

A: Warning banners appear when mandatory recipient information (such as an email address or mobile phone number) is missing from the contact profile, or when the selected template lacks required signer assignments. Update the contact record or template configuration to proceed.

Q: How does signing order affect co-applicants?

A: When Enforce Signing Order is selected, the system sends the signature request to the co-applicant only after the primary applicant signs. The request status updates to Completed only after all designated signers complete their signatures.

Q: Can a signer decline to sign the document?

A: Yes. Signers can select Decline to Sign under the Field Summary section in the right panel prior to clicking Finish Document.

Q: Where are voided Clixsign requests logged?

A: When a Clixsign document request is voided, the system automatically logs the audit event in the client's History nested tab.

Q: What are the dimension requirements for signature and initial fields?

A: Signature fields use a 4:1 aspect ratio (240x60 pixels). Initial fields use a 2:1 aspect ratio (120x60 pixels).

Assistance

For further assistance, reach out to support@setforth.com.

Required Screenshots Checklist:

• [ ] Shot 1: Clixsign Request Generator - Show Document Configuration section and warning banner for missing contact information.
• [ ] Shot 2: Signers & Delivery Method - Show Enforce Signing Order checkbox and SMS Subscription Status column.
• [ ] Shot 3: Email and SMS Configuration - Show Email Message panel and SMS From Number dropdown.
• [ ] Shot 4: Recipient Document Viewer - Show Signature Manager dialog box with Adopt & Confirm Signature button.
• [ ] Shot 5: Clixsign Docs Tab - Show status column displaying Sent, Pending, Completed, and Voided states.

SEO Keywords:

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Generating a PDF

1. Select a particular client contact from the Contacts tab, 
2. Click the Docs nested tab, and then click Generate Documents. 
   
3. Ensure that the "Send Document via Clixsign" action is selected, as shown at the top left of the image below.
4. 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.
   
   If this contact does not have the required information provided, such as an email address, etc. you may see a warning banner (like the two images below), that prevents you from moving forward with this process.
   
   AND
   
   Additionally, you may see other warnings such as the one shown below.
   
    
5. 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.

Decide SMS or Email Delivery

Finally, establish whether this Clixsign request will be sent via email or SMS. 

If verbal consent is not given, the Clixsign email notification will offer the consumers' document signers another chance to opt into SMS communications. Regardless of the SMS opt-in, Clixsign document notifications will continue to be sent via email, ensuring your document signers are promptly informed of any required actions.

1. Go to the Email Message section of the page. 
2. Input the subject and message in the email accompanying this request for Clixsign signature. 
3. 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).
   
4. When finished, click Send for Signature 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 Review & Sign Now 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.
4. Click Begin Signing.
   

5. 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.)

6. When finished, click Send for Signature to send the document signature request directly to the contact's email address
   

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Send via SMS

(Implement automated SMS messaging to notify or confirm Clixsign document recipient of changes to their SMS subscription status.)

NOTE: Our system uses Clixsign SMS 10-digit longcode for all FORTH CRM and FORTHPay accounts. This enables you to send documents for signature via SMS using the specially-registered FORTH CRM Clixsign number.

1. Once you submit your request for signature, signers receive a link via text message that will open a page as seen in the image above. By checking the second checkbox option, you opt-in (i.e., agree) to receive text messages from Clixsign for signature and document activity related to your account. Checking both options is necessary to continue using SMS.
2. Click Begin Signing to move the process forward.
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.

1. When finished, click Send for Signature.
2. 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.
3. When finished, click Send for Signature.
   
4. The CRM will send an SMS e-signature request and the emailed Clixsign request. 

NOTE:  Forth's automated SMS messaging will notify or confirm with the Clixsign document recipient any changes to their SMS subscription status.)

Signing a Clixsign document

1. Open the email from Clixsign, and click Review & Sign Now.
   
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. 

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 Next Field to continue to the remaining fields requiring a signature.
   
   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 Adopt & Confirm Signature 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 Finish Document. 

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.

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.
2. Click one of the following to view signed documents:
   • 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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