ProClient can sign documents electronically. Documents do not use KBA for authentication. So we only suggest using e-signature with clients you have verified. All document signing must happen in the client portal. We do not have an email to sign. Because of the authentication of a client.
There are two ways to share documents with clients for esignature:
- Account Files - Go to Documents -> Account Files
- Share with individual clients through their client management page.
Account Files
Account files are files that you can email to users, use in Automations or share to your client's portal.
To add a new document:
Go to Documents -> Account Files
Click 
Upload to add a document (upper right)
Now you have action items that you can use on the document
- Request Signature - Allows you to add a signature (one signature per document at this time.) Add a date or Add Text.
- Share to Client Portal - This allows you to share to the client portal.
- Email to Clients - Can send a notification out to one or many clients notifying they have a new document in their portal.
- Delete Document - Deletes from the account
Requesting Signature
You have to enter a signature box on your uploaded form. You can also add a Date field and a Client Name field.
Once you place your fields, you save the document, and then you can share it.
Sharing Document
When you share the document, it will appear in the client portal. It will also appear in the client management document section.
Once the client signs the document, it will replace your shared, unsigned document.
Client Manager - Share Document
Requesting an e-signature from a client works the same way as the account level. You have to have a document to sign.
First, upload a document, then set up the signature request. You will find Request Signature under the ... menu
Once you add the signature boxes and save, it will then be shared with your client. They can only sign in the client portal.
When you request the signature for the client, it will send an email to request a signature.