E-Signature Packets let your clients sign documents, fill out intake forms, schedule appointments, and submit payments. All in one shareable link.
What Are E-Signature Packets?
E-Signature Packets are a new asset type that let you collect everything you need from a client in one link.
Packets combine:
Signature Documents
Custom Forms
Booking Requests
Payment Gateway
This makes it incredibly easy for clients to sign, submit information, pay, and schedule, all in one place.
You can send packets directly to a matter, or add the shareable link on your website (such as in a “Get Started” button) to help drive faster intake and client conversion.
Getting Started with E-Signature Packets
This new asset can be started under Docs & Forms > E-Signature Packets
Click “Create New E-Signature Packet.”
Select a Custom Form to start the packet.
This form must include an email field for any signers on the signature document.
If you’re adding additional signers, their email must also be captured in Relationship blocks.
Choose a Signature Document for signing.
You can assign signer roles based on the custom form selected in the first custom form.
(Optional) Add a Second Form to follow the signature document.
This form can used to book appointments and collect payment
Sending E-Signature Packets
General Link
From Docs & Forms > E-Signature Packets, you can click the "View" icon to open a blank E-Signature Packet. This link can be added to your website so leads can fill out your intake form and retain simultaneously.
From a Matter
Directly on a matter profile, you can click the ••• icon to share the E-Signature Packet. The matter's info will pre-populate the forms and merge fields on the document:
Through an Automation
You can now use "Send Signature Packet" as an action in automations. The "Send from" User is considered the Requestor of the packet and will receive E-Signature updates:
Client Experience:
E-Signature Packet Reminders
To create reminders for your E-Signature Packets, you'll first need to create a Reminder email template in Marketing > Emails. From here, you will select E-Signature Packet Reminder:
Once your have your email template created, you will head to Automations > Reminders > Signature Packets. Once you create new, you will be able to:
Select your E-signature Packet Template
Select your Reminder Email Template
Configure an SMS message
Set your reminder timeframe
Determine additional options to stop these reminders
Reminder Timing Note: Reminders are based on when the packet is first sent to the primary signer. Any additional signers follow the same reminder schedule. This means an additional signer could receive a reminder shortly after getting the packet if the primary signer completes the first form close to the reminder time.
Automating Based on E-Signature Packet Completion
In automations, you can use E-Signature Packet Completed as entry conditions and exit conditions:
When you choose this condition, you'll also decide which E-Signature packet Template you want the trigger based on:
FAQs
If I update a document after sending a packet, will those changes appear?
Updates made to the signature document will not appear if the packet has already been sent and is still pending, you’ll need to send a new E-Signature Packet.
Updates to included forms will appear, though the matter may need to refresh first.
Will forms completed inside a packet trigger Form Filled notifications or automations?
No. Forms completed within an E-Signature Packet are treated as part of the packet and do not trigger Form Filled notifications or automations. Likewise, signing the document inside a packet will not trigger automations tied to the signature document alone.