Fill out and sign through a link
Clients enter their answers and sign through a private link when the form requires a signature.
Before you start
Use the current link shared by the business. Clients do not need to sign in to the management dashboard for this process.
Step by step
- The business prepares a form for the correct client and shares its link.
- The client opens the link, checks the business and fills in their answers.
- They complete required questions, sign where requested and accept the displayed notice.
- They submit the form and view the available copy. The business then reviews its status.
Usage details
A dashboard account is not needed to sign. Links expire; if one expires or a form is returned for correction, follow the business’s instructions. A signature does not by itself establish a certified identity.