Smart(er) Docs - Customer Experience

Summary:

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

Overview:

Before sending the packet to the customer, navigate to the document to send it as a Presentation or send the packet out for Signatures as shown below:

1. Within a job, navigate to the Documents section to start the process. 

2. You can select the menu to the right of the document, and from the drop-down, select the Presentation options to send out a Smart(er) Doc as a presentation, which sends the document to the customer as view only and does not allow signatures. 

After a Presentation has been sent, you can select the Presentation Details button to view whether the recipient has viewed the document and, if so, on what date and time. 

When sending the document as a presentation, the customer will receive an email showing them that they have received a presentation and it is available for them to view. They can select the email and when opened, it will show your company branding (1) the name of the presentation (2) the date and time of expiration (3) and a message (if you’ve included one).

They can click Review to open the presentation and view it without being able to sign it. 

3. To send the document out for signatures, select the three dots to the right of the document, then collect signatures.

4. From here, you can set up who will be receiving signature requests. You can click Sign Now if you’re with the customer in person or Send Signature Request if you want to send it via email or text (if you have the texting add-on). 

5. If you send the signature request, you will have the option to send it via email and via text. You can also add a personal message, send reminders, and set the expiration date and time. 

Click Send Now to send the document. 

6. When your customer receives the email, the subject line will say Signature Requested: Please Review and Sign. When they select the email, it will show the company branding, tell them they have a presentation and a signature request to view and sign.

They can click review to view it, or sign to sign the document.

7. When they click Sign, it will open the document and give instructions. Then they will click Sign Now. 

8. This will open the Consent and Disclosure. They will need to check the box that they have read and agreed to the terms of the eSign disclosure document. They will be required to select Accept at the bottom of the page. 

9. The document will open and they can review it. They can select Sign to sign it. When they sign it, it will populate the date, based on how the Smart(er) Doc is set up. They will then click Confirm

10. The customer can then select Download Document if they would like to download it as a PDF. They will also have an email in their inbox saying Signing Completed: All Signatures Collected. There will be another email in the same thread where they can download the completed document as well.