Unlocking eSignature Legitimacy for Finance in United States

How to eSign a document: eSignature legitimacy for Finance in United States

hi and welcome to our tutorial on electronic signatures 101 we're gonna show you a great tool that you can use to get documents signed in the event that you've left the home something like a work order or an invoice or you may be in the home and the customer would just prefer not to pass pens and paper back and forth during this time this is gonna help facilitate that process the tool we're gonna show you is called we use it extensively in our business we use it in our applications it's very easy to download and get set up so you should be up and going in no time so let's get started so it's gonna do a quick overview of on how to upload your sales contract or any other documentation that you might need to get signed does provide a 30-day trial after that there's various plans you can use based on your usage I think the average would be around 20 dollars a month for most businesses so the first thing we do is just very quickly hit start now and we're gonna upload a file so what you would do is your normal handwritten quote or sales contract and then you would take other take a photograph of it or save it scan it and save it to your computer and then we're gonna upload that file so I'll click upload and I have one here that I took off the internet of the sales proposal and you can actually add multiple documents so if you have five different documents you get signed then you can upload more of them but we're just going to do the one document so we'll hit next and you're gonna put your recipient in so Steven Smith and we're going to send it to this email address if you have more than one person that you need to sign the same documents then you can add a secondary recipient and then what will happen is it will go to the first recipient first they will sign then it will be sent to the secondary and then it'll all be sent back to you and you'll get a completed copy of it so in this case we'll just do the one recipient and then you just hit next so this is our document here and we know based on this we're going to need a customer's signature at the bottom and we're going to need a date so you go over to the fields on the left-hand side they've lots of different choices for things but more than likely we're only going to use signature and date sign and potentially initial if that's on your contract so we're all you're gonna do is drag over the signature box place it on your line you might want to make it just resize it so it's in your area you don't have to worry about the horizontal that it'll give space for that and then we're going to drag over the date site and just put that over this box here so the final thing is to complete this so we're just going to go down to the bottom right and click next and this is the email that's going to go to your customer so you can put a note in here let's say please sign and then send so that's complete so I'll just go to my email and you see the document is in here so this is actually what your customer would see when they receive it so we're going to review the documents and ask for it to accept their location and we're just gonna go through the step so we're going to check that I agreed to do this electronically they continue and stirrer to the top right here that's going to take us to all the spots where we need to sign so in this case here we only need to make the one signature and the date is already stamped in there so what click sign now gives you two choices and this is actually the same for our Snap app app you can either draw your signature or you can select style so in this case here it's just going to generate a signature based on the name of the customer and the customer can just choose to use that even is not exact to their signature it certainly helps with people who have problems drawing their signature it's significantly different than when they use a pen select style is much better and then we're just going to hit a dolphin sign and you'll see the signature is on the line here and the final step is just a hit finish and at that point the customer will receive a copy of the document so you'll notice that in under recent activity here that the customers signature has been completed and you can download that to your computer at that point it does keep a record of all of your plans that's how simple it is to use documentation there's a lot of other features in there but for the purposes of keeping things simple and just for the purposes of what most people have you have a legally binding signature under documents from using this