🖊️ How to Request eSignature in Client Hub
Client Hub provides eSignature services powered by SignWell. When sending documents using a signing link, it’s important to copy the link while the document is still in Draft. Once the document is shared, the signing link can no longer be retrieved.
📁 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 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.
If you prefer to send the document through a Client Task instead of email, click Get Link and copy the URL while the document is still in Draft.
⚠️ Important: Using Get Link
The Get Link option is only available while the eSignature request is in Draft. As part of the sending process, the document moves from Draft to Shared. Once the document is shared, the Get Link option is no longer visible, and the signing link cannot be copied again—even though the recipient can still sign the document.
💡 Best Practice: Sending eSignatures via Client Task
If you plan to include a signing link in a Client Task, we recommend:
- Opening the document in SignWell
- Clicking Send → Get Link while the document is still in Draft
- Clicking the Copy button (not the URL itself) to copy the link
- Saving the link before proceeding
🔗 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 can click the link in the task to review and sign the document.
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
