Support

Signed documents 

Many businesses require a signature on documents, forms, letters, policies or contracts from all different industry sectors i.e.:

Health and Beauty:

• Signature on consultation form
• Signature for cosmetic procedure treatment
• Signature to confirm tint test has been carried out

Financial Sector

• Policy renewal
• Insurance documentation
• Mortgage application

General Business

• Contract/Renewals signature
• Confirmation of order to go ahead

How does it work?

We offer 2 options as follows:

• The ability to fill in the document details there and then when the client is present
• To email the document for the client to sign and then send back to you via email

Option 1 - Client is present, sign via mobile or tablet:

How does it work?

• The document is customised with client details i.e. name and address etc.
• The document is completed and then the client reads through it to check everything is correct before signing the document via a mobile or tablet device i.e. iPhone/iPad etc.
  
• The document is then saved and a copy is emailed to you, the company.
  
• That email is then forwarded to your CRM drop box account to feed in the information straight into the history of a contact record.  If this is a new client, when the document is forwarded, a new contact record is created in the client’s name and it will then attach the signed document to the contact record history.
  

Benefits

This is a time saving solution that works seamlessly from either a tablet, laptop or mobile to your CRM account.

Where documentation is signed giving authorisation or confirmation that action has been taken, it can then be tracked for future reference as and when required.  It is very important for legal reasons to ensure procedures are followed correctly but in a simple and fast way.

Option 2 - Client not Present:

How does it work?

• The document is customised with client details i.e. name and address (usually done via mail-merge if sending out in bulk).
• The document is sent to the client electronically via email.
  
• The client opens the document to edit and complete it and then the client reads through it to check everything is correct before signing the document.
• The document is then saved and a copy is emailed to you the company or the client can just bcc the email to be forwarded straight into your CRM account email drop box.
• If the client replies direct by email to you then we can set up an automatic forward feed to ensure the information gets stored straight into the history of a contact record. 
  
• If this is a new client when the document is forwarded a new contact record is created in the client’s name and it will then attach the document to the contact record history.  
  

To find out more please contact our Support Helpdesk.