In this video we take a look at how to create e-signing templates and how to then use them in Client Engager

One of the most powerful tools within Engager is our client approval process. No more attaching bulky PDFs or workings to an email and worrying about file size limits, no more potential issues with emails being insecure or being diverted to junk

We’ve developed our system to be super secure and convenient for you to send documents and also, for your client to view and approve documents securely and all within one place. 

Want to watch our How to Go video instead?

Any document can have a Signing Request so let’s get started. 

In this example, we’re going to send a VAT Return for approval

Uploading Documents to the Client Portal 

Head on over to your client, Documents - Files

The select ‘Upload File’

Either drag and drop, or select inside the box to locate and upload the document - If you spot that the file isn’t named to your liking, there could be too many digits after the document name which can happen, we’ve built a handy ‘rename’ tool

We want the client to be able to review and approve their VAT return, so select ‘notify client’ in blue

You can tailor your email just before sending

Now that the document has been sent for signing, you can preview the document if needed

From this screen you can see if there are any issues with the client being able to see the document to then approve

In this example, we’d not enabled the appropriate settings - select Settings - Portal - Folder templates to correct

In this example, our YE 2030 folder has not been set up - we want to see GREEN across READ and WRITE

Select ‘change sharing options’

Success!

Now all you need to do is head back to the Folder in question and try again - 

We’ll even give you a visual indicator that your client won’t be able to sign as they don’t have access to the portal!

Make sure you select ‘invite to portal’ as we want all clients to be operating out of the portal to keep everything safe and secure and easy to find 

If you want to track or reminder clients to sign their documents, head down to the Signings Request

By using the actions button, we can send out a reminder to the client to sign

We’ve made it even easier for you to stay on top of your Signing Requests too, as we’ve built a Dashboard widget for a quick overview. 

Head to your Dashboard and Document Signing Requests

From here you can dive into the most immediate issues or simply send out a timely prompt to your oldest signing requests. 

We’ve even built a Widget for you to see any future issues with ESigning - it could be that you forgot to follow the sharing steps above, or you’ve not sent out the Portal details to your client - we’re making you aware of these at every step of the way as we know how vital it is to having a smooth approval process

These 4 haven’t accessed the Portal, so select their names in blue and you’ll be taken directly into the account to care of it using the above steps

Any document that is approved will appear in your notification icon at the top of the screen.
PLEASE NOTE - you will be emailed that the client has approved the document.

Find out more about Notifications here - https://help.engager.app/hc/en-gb/articles/18592193731858-5-of-10-Notifications-User-Mentions-Custom-fields-and-Forms 

From your client’s point of view, we’ve built a very handy way to actually sign or reject the document - they won’t need to scroll down to the pages with the signature request, they can simply do this in the upper right-hand corner of their portal - they can even comment if they need to or include some feedback if they’re rejecting the document.