Add Proforma Invoice eSignature with airSlate SignNow

Rename e-signature warrant

hello this is kevin with tagstome and today i'll show you how to add and request signatures first of all you will need to have a document uploaded for today i'll use this 1040 form one quick thing that i want to point out before we proceed is the fact that when you want to request a signature the document must be inside a folder with client can view rights it can either be the default firm uploaded documents folder or one that you create with these access rights you can easily identify them because they have that green eye icon on the right once you have uploaded your document you will be able to click on the three vertical dots on the right and then select request signature this will then lead you to a new page where you will set everything up on the right you can see a menu with a couple of items on the top you will be able to select who you want to put a signature field down for you can either select yourself or any of the contacts that are linked to the account under that you will see a couple of fields you can just click and drag these to wherever you want into the document next up you can also enable reminders that means that if you want your clients to receive regular reminders via email about having to sign this document then this is where you can set it up the last option is a simple toggle which will allow you to request kba directly from here now that you saw the available options it's time to show you exactly how to use them i'll start by putting down my own signature on the document as mentioned before i just have to drag it in and that's it if you want to edit this signature you can absolutely do that as well just click on the field and then it will allow you to customize what it says there and if you want to delete the field you can just click on the red x you can also put in several signature fields and maybe rename them to indicate that one of your team members is the one that signed the document to have your client sign you will have to select them under the true signer menu if the account has multiple contacts linked to it they will all show up here once you select the right person you can just drag the field and you're done it will always show the name and email address of the person who is supposed to sign but you will see later in this video exactly how it looks like for the client you can also put in any of these other fields if you choose to do so for example you could drag the text field if you want your client to put in some extra information such as their...