BrightManager gives the option to send your client documents for E-signing. They will need to be registered on the Client Portal to do this

To request a client e-signs, you will first need to upload it. Navigate to the relevant client file and select the Documents tab along the top.

You can upload a document/multiple documents using the Upload option on the right.

Input the document details and Link to Task using the option on right. The E-Sign section gives an option for Request Client E-Signs. This will only work with a PDF file. 

When you toggle on the Request Client E-Sign it will give you a Signatory drop down where you can Select the Primary or Secondary Contact to Sign the Document. (will only appear in the drop down if they are registered on the portal)

If you would like Both Directors to sign then Click on the 'Add Signatory' and you will be able to upload the Document and to request for both Directors to sign the document. 

The client will receive a notification to sign the document. A notification will also be sent to you and other relevant staff once they complete signing. To view any of the signed documents, go to Clients > Signed Documents.

You can also view them in the Timeline tab of the client file. 

The system will also allow to view any unsigned documents and chase these up. To see what has not been signed, go to Clients > Unsigned Documents.

The below screen will appear. You can view all Unsigned Documents here, use the edit icon to change them, and send an email to prompt your client to login and sign them using the email icon.

You can also automatically chase your unsigned documents by going to Settings > Automation Settings. Once here, navigate to the Unsigned Documents section . You can tick and add days here to send automatic emails chasing unsigned documents to your clients.

Click Save Settings at the bottom of the screen to complete the action.