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.
To Activate E-Signature
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.
The Signature Required button will be displayed in blue until E-Signature has been activated for your office.
The following message will open when you click the Signature Required button. 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.
If a user without administrator rights clicks the Activate button, they will see the following message.
After E-Signature has been activated for your office, the Signature Required button will be green. Click the Signature Required button to proceed with the upload of your file.