When a Client/Signer opens an email with a SMART eContract embedded, they will click on the live, blue link to open the electronic document.
To begin signing any SMART eContract, the Signer, will first need to click on the green Select button to the right of their name. Once the Document comes up on the screen, they will want to thoroughly review each section of the document. It is very important to note that the party who created the document, and sent it to the Signer, may have assigned specific fields for them to complete before signing the document. The Signer can identify which fields have been assigned to them by clicking on the blue Next Field button. Any fields that do not highlight in blue, that Signer will not be able to complete.
Field types vary from check boxes to radio buttons, to text boxes and more.
Once the Signer has reviewed and completed the document, the next step is to click the Sign Now button at the bottom of the screen. Or they can click on the highlighted box above their name.
The Signer then has two ways of adding their signature to the document. They can select from the Type Signature button, a Font Signature which allows them to select from any of 6 different font types. Or the Signer can click on the Draw Signature and simply proceed to draw their signature using the mouse, a stylus, or their fingertip.
Once they are satisfied with their signature, the Signer must click the blue Create Signature button.
Finally, the Signer must click the blue Accept button, to accept their signature. This means that their signature will then be embedded onto the document and is a legal and binding signature.
Before the Signer closes the browser window or tab, they can choose to View as PDF and or Save PDF to their computer for their records.
NOTE: As soon as the Signer has accepted their signature, the agent will then receive an instant notification letting them know the Signer signed successfully. Therefore, there is no need for the Signer to resend the document to the agent. The agent will now have the option to access the Actions drop down if they would like to View or SAVE the document in a PDF format for their records.