The intended audience of this video is Agents.
Digital Signature Instructions (Step-by-Step)
Request Signature
Under Quick Actions, click Request Signature.
*You can also navigate to the Customer Profile --> Signature --> Request Signature.
Select a Customer or Prospect
Select an existing account or create a new one
Ensure each role is properly assigned to a person or collaborator.
Select the Form You Need Signed
Select from any completed forms to prepare for signature. You can also upload any additional forms you need signed that are outside Wunderite. Everything can be sent together as one signature packet.
Add Signers
Select the Customers or Team Members who need to sign.
Prepare the Document
Place the signature box(s) on the document where the required signature(s) should go. You can drag and drop, or simply draw a box.
You can also place fields for Name, Initials, Job Title, Text, Date, or Checkbox.
Make sure you designate who is assigned to each box.
Send Signature Request
After placing fields and assigning roles, click Next and then click Send Now.
You will have the option to copy a link or to send an automated email through Wunderite.
Recurring Reminders are set to every 7 days.
Signer Completes Signature
The recipient clicks the link in their email which will take them to Wunderite where they will see they have a task to complete.
They will accept the Digital Signature Agreement and sign where indicated.
For signatures, signers can adopt, draw, or upload a signature file.
Wunderite attaches an audit trail and activity log to each signature file.
Track & Manage Signatures
In Wunderite, you can see who’s signed, who’s pending, and send additional reminders.
Documents can be downloaded once signatures are complete.
