In this article, we go through how to set up remote signing with your client in the Matter Opening tab, within Unity® Practice Management.

The Matter Opening tab also provides the ability to set up for remote signing with your client. 

If you will be signing remotely:

1. Click on the drop-down menu and select Yes. 

   

    

2. This will open up the next field to indicate whether your clients will also be signing digitally.

   

3. Once these two have been answered, your signature platform will appear, and from the drop-down menu, you can select your signature platform preference.

4.  Signature platform preferences can be established in your account administration area.

   

Please watch the video below for a demonstration:

Related Articles:

1. Matter Opening Tab
2. Purchase Matter: Opening a New Purchase Matter
3. Matter Opening: Appointment Scheduling
4. Matter Opening: Title Insurance
5. Matter Opening: Referrals