🖊️ How to Request eSignature in Client Hub
Client Hub provides eSignature services
Step 1: Open the File Manager
- From your Client Hub dashboard, navigate to the File Manager tab.
Step 2: Go to eSignature Docs
- In the File Manager, click on “eSignature Docs” in the left menu.
- Then, click the + (plus) button to start a new eSignature request.
Step 3: Upload the Document
- Click “Request eSignature.”
- Drag and drop your file into the upload box or click to select it from your device.
Step 4: Add Recipients
- Click “Next.”
- Select the recipient from your list of active users in the workspace.
Step 5: Prepare the Document
- Click “Next” again.
- Drag and drop signature and other form fields into the document as needed.
Step 6: Send or Share the Document
- Click “Send Document” to email the eSignature request directly to the recipient's email address they use to log into their Client Hub account.
- Or, if you prefer to send it through a Client Task, click “Get Link” and copy the URL.
đź”— Optional: Send eSignature Request via Client Task
Step 7: Create the Task
- Go to the client’s workspace.
- Click “New Client Task.”
Step 8: Add the Link
- Write your task message, highlight the relevant text, and click the link icon.
- Paste the copied eSignature link and save.
Step 9: Notify the Client
- Click “Send and Notify” to alert the client.
- The client will simply click the task link to review and sign the document.
Client Hub’s eSignature feature helps keep the process simple, secure, and trackable — no extra software needed. Use it to save time and provide your clients with a seamless digital signing experience.
How To Request eSignature in Client Hub
1. Navigate to the File Manager
2. Click here.
3. Click on eSignature Docs
4. Click the + button to Request an eSignature
5. Click "Request eSignature"
6. Drag & Drop your files or click to select a file
7. Click "Next"
8. Select the recipient (active user in the workspace)
9. Click "Next"
10. Drag and drop the fields into the document
11. Click "Send Document" to send to the recipients email address
12. Or click "Get Link" to copy the link and add to a Client Task as follows
13. Click "Copy Link"
14. Go to Client Workspace
15. Click "New Client Tasks"
16. Create a client tasks, highlight the text and add a hyperlink
17. Paste the link into the field and click save
18. Click "Send and Notify"
19. The client will click on the link in the Client Task to view and sign the document
