Activating E-Signature

E-Signature allows your office to upload PDF documents through the VO with single or multiple signature options. The document can be signed from any device from the moment it is received.

The E-signature is built into our Upload to Clients feature.

To Activate E-Signature

1. When you select the Upload to Clients quick tile on the Dashboard or Files > Upload to Clients on the left menu you will have the option to request a signature on the file.
2. To activate, click the Signature Required button. 
3. The following message will display. Any user with Admin rights can activate Dillner's E-Signature by clicking the Activate button or by calling Dillner's Support for help getting started.
   
   
    
4. If a user without administrator rights clicks the Activate button, they will see the following message.
   
   
    
5. Select the Single or Multiple option to proceed with the signature request upload.
   
   

For assistance with uploading a file with a Single Signature request, click here.

For assistance with uploading a file for a Multiple-signature request, click here.