Within the e-signature tool you are presented with the option of using "Quick Send". The quick send feature is often used when you have a one-off document that needs a signature and it does not make sense to create a separate template for it.
There are two ways to send an e-signature using the "quick send" option. They are detailed below.
Using the Hona Browser Extension
Navigate to the client or matter in your CRM.
Open the Hona extension and select "Request E-Signature"
Select "Quick Send"
This will take you to the e-signature builder and you will be presented with the option of "Select Existing" or "Upload New"
"Select Existing" will allow you to choose from an existing document that has been uploaded.
"Upload New" will allow you to choose a new document
Once an option is selected you will select "Generate Template" which will take you to the E-Signature editor.
Fill in the fields that need to be filled out.
Once everything is filled out you can send the request.
From the inside the Project page in Hona
From the projects page, click into a project.
Select "Actions"
Choose "Request E-Signature"
Select "Quick Send"
This will take you to the e-signature builder and you will be presented with the option of "Select Existing" or "Upload New"
"Select Existing" will allow you to choose from an existing document that has been uploaded.
"Upload New" will allow you to choose a new document
Once an option is selected you will select "Generate Template" which will take you to the E-Signature editor.
Fill in the fields that need to be filled out.
Once everything is filled out, you can send the request.
Click HERE if you are looking for instructions on sending an e-signature request from a template.
If there are any additional questions, please reach out to your dedicated account rep or to [email protected].