Learn how to send a document for electronic signature via Unity Entity ManagementSign - also referred to as Unity Sign

In Unity Entity Management, any Word or PDF document can be sent out for electronic signature via Unity Entity ManagementSign. Follow the steps listed below to learn how to send a document for eSignature:

1. Navigate to the profile of the entity for which a document is to be sent for eSignature; 

2. Navigate to the Documents section of that entity.

3. To send out a PDF for eSignature, check off the document from the documents list, click # Selected at the top of the list of documents, and then select Sign with Unity Entity Management from the dropdown list.

4. To send out a Word document for eSignature, click on the document record to open up the document.

5. Once in Unity Entity ManagementSign, click + Add Signature (found above the document that will be visible on the right). and a signature block will appear on the document;

6. Drag and drop the signature block to where the signatory should sign;

7. Under the signature block, select New Recipient - users will notice an Enter Information box appear in the left panel of the screen;

8. Click on the Enter Information box, and then add the full name and email of the recipient - Note: the Company and Additional fields are not required to be filled in;

9. Repeat steps six through nine to add additional signatories;

10. Once all signature blocks have been added, select Action in the top righthand corner of the screen;

11. Select Send from the dropdown menu - the document will be sent out to the recipients;

12. Once back to the documents list, users will notice the word Sent and the Unity Entity Management logo next in the status of the document;

13. Once the document has been signed by all parties, the status will be changed to Completed, and the sender will receive an email notifying them of said completion - the user will then be able to convert it to PDF and move it to the virtual minute book.

Please refer to this help article to understand the recipients process for signing documents.