The intended audience for this article is Agents.
Navigate to Customer Profile --> Signatures
Go to Actions to the right of the form, Mark the Form Complete and then click Request Signature
2. 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.
3. Add Signers
Select the Customers or Team Members who need to sign and then click Add Signer. If they are not yet in the system, select Add New Collaborator+.
4. 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.
5. Send Signature Request
After placing fields and assigning roles, you have two options:
1. Assign & Notify: The signature file is assigned and an automated email is sent out from Wunderite notifying the insured.
2. Assign, Don't Notify: The signature file will be assigned, but your collaborator won't be notified. This is useful if you have multiple files you are sending them separately and only want them to receive one email. Check out this article on Task Lists for more details.Recurring Reminders are automatically set to every 7 days.
6. 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.
7. 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.
