Once you have Sign connected to your agency account, you'll see a new Request Signature option in the dropdown of your Deal Memo/Booking Confirmation tab in a booking:
You can then select the client contact you wish to send the document to for signature:
โ
It sends just like a standard deal memo does:
Your client then receives an email with a link to view and sign the document:
Which opens the deal memo in Syngency SIgn, with a prompt for them to sign.
The sent booking confirmation is included in the Documents tab of your Syngency booking, with a notification that it is incomplete:
Once the client signs the document, they have the option of viewing or downloading a copy of it:
You will receive an email notification that they have signed:
And the document will be marked as Completed in Syngency:
โ