Whenever you create a signature request for a new client, their name will automatically be saved and stored in the “Clients” portal. New clients can also be manually added by selecting the “Add New Client” button located on the home screen. The clients helps you keep track of all your signature requests by client and matter.

  You can add a Client in one of three ways:

Add Client from Home Page:

  1. From the home screen, click the ‘Create’ button on the menu bar (top right)
  2. Select the “New Client” option
  3. A box will appear where you will need to input the Client’s name (this is how it will appear in the Client view).  
  4. Click “Submit”  

Add Client from Client view:

  1. On the Home page, click the “Clients” button
  2. Locate the column labeled “Client” 
  3. Click on the blue “+Add” button in the column labeled “Client” 
  4. A box will appear where you will need to input the Client’s name (this is how it will appear in the Client view).  You may optionally enter the Client’s main contact person and the person’s email address. business contact and email address of the Client
  5. Click “Submit”  

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Add Client by sending a Signature Request:

  1. From the Home page,  Request a Signature 
  2. A box will appear, which will include a field to “Specify Client Name”
  3. If you type in the name of a client in the “Specify Client Name” field who does not yet exist in the system, a new client will automatically be created
  4. If you proceed with the signature request and click the blue “Next” button, the new client will be added

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