eForms can be sent to customers to be digitally signed. The steps below show a customer signs the eForm.
- Have the customer open the email and click Review Documents. A document will open in your browser.
- On the left are fields that need your attention. Click on one to be taken to when that field is on the document.
- Click on the link Click to Sign to open the field.
- Type your name and sign using the mouse. Click Accept when you're happy with your signature.
NOTE: Click Clear to redo your signature.
- Click Accept or Reject to send the document back with the chosen response.