Bring the packet together
Upload the documents that belong in the request and arrange them in a deliberate reading order. Check orientations and page continuity before adding fields.
Assemble the complete packet before sending.
Check the repeated details
Initials, signatures, and dates often appear in several places. Assign each one to the intended participant and review all pages rather than only the final signature page.
Assign signatures and initials to the right parties.
Keep a clear handoff
Monitor the signing request, follow up with unsigned recipients, and retain the completed copy. Use your organization’s review process to decide which forms and execution requirements apply.
Download the completed copy for your transaction file.
The result
A complete packet. A clear handoff.
Use your own reviewed documents and confirm the requirements that apply to your transaction.