​Sign in/Register for CaseEasy Sign
​Before you can send out an E-Sign Request, you must have E-Signature as an add-on to your plan and must register your account at CaseEasy Sign.

To get started, go to Cases on the Main Menu in the CaseEasy CRM.
​

Click on the case you want to work on and click on Documents or Forms depending on where the document you want signed is located.
​

Select the document or form you wish to work on and click E-Sign.
​

You will get a prompt saying that you will be redirected to our E-Sign Portal. Click Continue.
​

You will be taken to the CaseEasy Sign login page. If you have an existing account, you may login to your account to continue, otherwise, you may click on Register to register an account.
​
​

​You will then be taken to the Document Selector, where you will see the list of available documents for your client. You can select all of them, or just choose one for signing. After that, click on "Request E-Signature".
​

You will then be taken to the Create Sign Request page.
​
In the Sign Request page, the necessary details for the signees like their Name, and Email are automatically populated based on the existing case records, however, you may also enter some of the other information manually if you want.
​

You can also click on "Show additional fields" to add the signee's role, and to password-protect the document. You can add multiple signees for each document.
​

After you see the signee added to the list, just click on Next.
​

Since the documents have been automatically detected due to CaseEasy Sign's integration with the CRM, just click on "Continue".
​

​Using the Document Editor
​
You will then be taken to the Document Editor, where you can click and drag Signature, Text, and Date fields and then place them accordingly on the document:
​

If you want to collect a payment from your client during the signing of the document(s), you can "Enable Payments" in the Document Editor, choose the currency and the amount, and add a description as well. Once you're done, just click on Save Payment Request.

​

Be sure to double-check if you have placed all the Signature/Text/Date fields on your document accurately, then click on "Finalize Changes".
​

Once you have finalized your changes, click on Send.
​

You have the option to enforce a signing order when you have multiple signees on a document, just check/uncheck this box:
​

You can also compose Email/SMS messages for your client, or utilize Email/SMS Templates that you can set up in CaseEasy sign, as shown below. After that, just click on "Finalize & Send", and you're done!
​
​

After the client has successfully signed the document(s), you will get notified and their signed document will be available in their case in the CaseEasy CRM.