Signatures can be gathered digitally by emailing pre filled forms directly to clients.
After filling out your clients information – select ‘Export’ tab and find your required form.
Then click “Request Sign”
Compose your email to send to signee
- Add email
- Ensure Name is correct.
Please Note: “Hi [Name],” will automatically add to your email - Add personal message
- Hit Send to send to client
YOUR CLIENTS EXPERIENCE
Your branded email will be sent to your signee
They will click “Sign Document”
Your client will be taken to the area to sign the document.
They will select “Click here to start signing”
Your client has two options to adopt their signature
Option one: Handwritten
Clicking and drawing their signature
Option two: Typed
Typing in their name and choosing a font
Any areas which require signatures will stand out with “SIGN HERE”.
Once clicked their signature will insert
Once completed they will select “Save”
A confirmation message will show where your client is able to download the signed version for their record
WHAT YOU WILL RECEIVE
The person listed as the arranger for the client will receive notifications in two ways
Automatic email sent
Click “Check it out” for direct access
Notification in their Firehawk account
Click the notification for more details to show
See at any time the status of the document in Export —> Sign Requests
Download your signed document by clicking the three dots —> Download
You are then able to print your document ready for the service day or email ahead of time
