Smart Doc - Send

Send Smart Doc to Secured Signing


Step 1: Go to any entity details

Go to any entity detail (e.g. Accounts, Contacts, Leads)

Go to any entity details
(Hover your mouse over the image to zoom)

Step 2: Choose "Smart Doc" menu item

Click ... to open extra menu items if you can't see in menu.

Choose 'Smart Doc' menu item
(Hover your mouse over the image to zoom)

Step 3: File list dialog pops and choose file(s) you want to send to Secured Signing

File list show all the word template for current entity (include personal template and system template)

Choose the word template you want to send to Secured Signing

Click Send for Signature button to send form to Secured Signing

File list dialog pops and choose file(s) you want to send to Secured Signing
(Hover your mouse over the image to zoom)

Step 4: Fill invitee info

Fill invitee firstname/lastname/email

Smart Tag in Smart Doc already told Secured Signing where the signature location, so, you don't need to position it.

Click Next button to continue

Fill invitee info
(Hover your mouse over the image to zoom)

Choose Due Date

Click Send button to send the document to invitee

Fill invitee info
(Hover your mouse over the image to zoom)

Step 6: Check status of sent invitation

Invitation process is complete!

The invitee will get the email and a tracking record will be added into "Activities" tab (besides "Notes" tab) for the same entity.

Document list
(Hover your mouse over the image to zoom)