This article will cover Electronic Signatures in Brittco.
The electronic signature can be captured in three different ways:
- Using a mouse to "write" directly on the screen. If a touchscreen (laptop or phone) is available, a finger or stylus can be used sign directly on the form.
- If you click on the envelope button
you can enter the name and email address of the person who needs to sign the form:
When you click on Send Request the recipient will receive an email with a link to sign the form. When they click the link they will see:
They will be able to review the document and sign. This link is good for 7 Days. If they attempt to click on the link after 7 days they will receive an error message. If that happens you can go into the form that needs signed and click on Resend:
If you click on Cancel it will remove the person's ability to sign the document. The email will still have sent but when they click on the link they will not have access to sign or review the document.
- If you click on the upload button
you can upload a picture file of a signature:
You can keep track of Signature Requests on the Packet landing page by click on Actions -> Signature Requests:
This will allow you to filter and see the status of signature requests for your agency:
This will show you quickly the status of the signatures you requested.