Do you need a quick signature from a client on an important document?
Now, when you upload a new file or open an existing file in a record in SideDrawer, you'll have two choices:
Read, Fill or Sign - add shapes like arrows, boxes or circles to highlight where you'd like your client to fill in their information. Or add texts, labels or signatures quickly and easily.
Signature only - add a quick signature where ever you choose on the document
Form filling with digital signatures will improve your client's experience with a far more secure and simplified process than before. This feature allows you to accelerate data gathering and will be invaluable for documents like discovery questionnaires and new client forms.
With digital signature abilities you can request a client's signature without leaving the safety and security of SideDrawer. Both options are available to our clients at no additional cost.
*Please note that this option is only available on files within a record
The example below is the Read, Fill or Sign option for Amanda Banks' Car loan agreement.
For more information on uploading files to a record, click here.