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Getting Signatures

Let’s get familiar with getting documents signed by your clients! We’ve made the process simple…

Written by alex
Last updated 2 years ago

Let’s get familiar with getting documents signed by your clients! We’ve made the process simple and quick so you can continue working hard!

  1. Access a client conversation in Communicate
  2. Click “Get Signature” in the right sidebar

3. Select a document you wish to prepare for e-signature

4. Click the “Upload Files” tab in the upper left-hand corner

4a. If you already have a document prepared, simply select that Template from the list in the previous screen.

5. Once you have selected the desired document you need signed, click “Insert into Post” in the bottom right-hand corner

6. You will now see the selected document appear along with a menu of options.

6a. NOTE: if you document is zoomed in too far upon upload, simply click the “-” button a few times to change your zoom level!

7. Right click where you need a signature placed by the client. Right clicking will also provide you with additional options such as “Initial,” “Date,” and “Name.”

8. Click the “Time Stamp” button at the top of that screen if you would like an exact date and time to be displayed next to the e-signature.

9. Click “Save as Template” if you will be using this document again with any further clients. You can then simply select that document from your templates list in the “Get Signature” menu in Communicate.

10. You can check all signatures that the firm has pending by clicking “Signature” in the upper middle of your Communicate window:

Thanks for following along with this Qix Tutorial! Please do not hesitate to ask your Qix representative if you need help with getting oriented with the software and/or app.

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