There are several ways to send an e-signature request in Hona. Below are the available methods and how to use them:
Using the Hona Browser Extension
Navigate to the client or matter in your CRM.
Open the Hona extension and select "Request E-Signature"
Requesting an e-signature through the extension will allow you to "Send from Template" or "Quick Send"
Inside a Project
From the Projects page click on a project to open it.
Click "Actions" on the top right and choose "Request E-Signature".
This option allows you to "Send from Template" or "Quick Send"
Quick send is used for one off requests and will not save as a template.
This option will require you to upload your document and fill in the necessary fields prior to sending.
From the Projects Page
Select one or multiple projects.
Select "Actions" and use the "Request E-Signature" option to initiate the request.
This option only allows you to send from a template
Automatically Assigned in the Phase of a Project
This option allows you to send an e-signature request at a certain phase in your desired project type. Follow the steps below to set this up:
Navigate to the template you would like to auto assign by selecting "E-Signatures" under "Collect" on the left.
Select the template you want to automatically assign.
Navigate to the settings tab
At the bottom press the "+" of Auto Request E-Signature from Phase Change.
Choose where you want the request to be sent out.
Click HERE for how to use the quick send option for e-signatures.
If there are any additional questions, please reach out to your dedicated account rep or to [email protected].