Smart Docs - Customer Experience

Summary:

What does the customer see when a packet has been sent off for signature. This article will walk you through the customer experience. 

Overview: 

1. The customer receives an email with a request for their signature. The sender will be whomever organized the packet and sent it to the customer. 

2. The email will look like this. 

Note: Any custom message you entered will appear above the green button "View Document" 

3. Instructions will prompt the user to move through the packet. 

The purple arrows will give the customer an overview of how to navigate the document. When ready they can click the green "View Document" button

4. Customer can scroll to read the disclosure statement put together by our third party. This is a rigid statement that cannot be edited. 

5. They will be prompted by arrows when their initial or signature is needed. By Clicking the "X" their digital signature will be entered. 

6. Once all of the signatures have been collected this box will pop up. Customers can click ok

7.  A preview of the document will appear. At this point if there are additional assignees who need to sign the document they will get notification to sign. 

8. The customer will hit the finish button

9. A confirmation page will appear

10. An email will be sent to the customer with the signed documents attached, for their records