Creating Signature Requests

How To Edit Automatic Reminders

ClientSide’s ‘Automatic Reminders’ feature makes it incredibly easy to gently remind your clients to sign documents.  You can set and then edit reminder frequency for each individual Signature Request. To Deactivate Automatic Reminders: From the Home Page, navigate to the Docket portal Find the Document for which you would like to disable Automatic Reminders Click […]

What are Automatic Reminders?

Our ‘Automatic Reminders’ feature makes it easy for you to gently and professionally remind your clients to sign the documents you send to them through ClientSide. You simply set the frequency of the reminder when you create a Signature Request,  and our platform sends the reminders automatically at the selected frequency. To set up Automatic […]

What Does “CC Addresses” Mean?

The CC feature allows senders to send documents to others parties without requiring them to sign the document. As soon as a request is completed all CC addresses receive an email including a list of signers, the completed document, and a full audit trail. As well this will be automatically sent to all signers of the […]

How Many Files Can I Upload At Once?

You can upload as many documents as needed in a signature request. When you create a new Signature Request, a box will appear that prompts you to “Choose Your Documents”.  Here, you can upload as many documents as you need: In the New Signature Request box, click the green “Upload Files” button Locate the documents […]

How Are Large Files Sent?

We do not limit the size of your files. Unfortunately, certain email providers limit the allowable file size to 25MB. Do not worry, for signed and completed documents over 25MB in size, all parties will receive a link to download the final document and audit trail (instead of the PDF version of the document being attached to […]

How To Sign A Document Before Sending

Absolutely.  When you are preparing documents, meaning inserting field boxes into them, you are able to assign the person responsible for filling out the signature or text boxes. This feature also enables you to sign documents yourself! To sign your document first: Create a New Signature Request Upload a document you wish to send for […]

How To Download A Pending Document

You can download documents that are pending through either the Preview Portal, or through the Client view. To download a document (Client view): From the Home screen, go to the “Clients” view Select the “Pending” tab Locate and select the client and matter containing the document Click on the blue drop down arrow next to the document Select […]

How To Download A Completed Document

You can easily download completed (signed) and archived documents. To download a document (Docket view): From the Home page, go the “Docket” view Select the “Signed” or “Archived” tab, (depending where your document is kept) Locate the document you wish to download Click on the blue drop down arrow next to the document  Select “Download” and a folder, […]

How to Upload A File

 When you create a new Signature Request, a box will appear that prompts you to “Choose Your Documents”.  Here, you can upload as many documents as you need: In the New Signature Request box, click the green “Upload Files” button Locate the documents on your computer and upload them,  you are able to upload as […]

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