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⬇️New Download/Upload Partial Execution Workflow

This article will walk you through the new workflow around download, emailing, and uploading for your clients in an easier process

Updated over 7 months ago

The first few steps remain unchanged, we have just added some explanation around some items

If you don't have the Field Rep information, or your client is going to enter it, you will still need to add enough information to satisfy the necessary fields

Approving for signature is an extra click that we have kept in by design to give you another oppourtunity to review the details before you sign in-app, or download to send for signature.

If you don't currently have signing authority permissions, feel free to reach out to us via the support chat and we can add them for you.

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