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How to Send an Uploaded PDF for Signature in Housing Market CRM

Tutorial 83 of 181 · 1 min 59 s

Open the product

You can send a PDF you have uploaded to Documents to one person or several for signature by email, without leaving Housing Market CRM. This tutorial opens a PDF in Documents, adds the signers with their roles, uses Send this PDF for signature, and follows each person from sent to opened to signed. It shows the note about what a remote signature does and does not prove, how to withdraw links that have not been used, where the signed copy appears once the last person has signed, and how to download it. This feature is new and shows a Beta badge while we refine it.

In this tutorial you will learn

  • How to send an uploaded PDF to several signers
  • What sent, opened and signed mean for each person
  • What a remote signature proves, and what it does not
  • How to withdraw a link, and where to find the signed copy

Follow along: the steps

  1. Open Documents under Properties in your Housing Market CRM account.
  2. A PDF you uploaded is kept with the contact it belongs to.
  3. Click Open contact.
  4. Open the PDF you want signed.
  5. Its window has Send this PDF for signature.
  6. This feature is new and shows a Beta badge while we refine it.
  7. Read the note: a remote signature shows access to an email address, not identity.
  8. Choose who the first signer is.
  9. Type their name and email address.
  10. Click Add another signer for each person, with their own role.
  11. Everyone gets their own link at the same time, and can sign in any order.
  12. Click Send for signature.
  13. Each signer appears with their status, and their link expires after two weeks.
  14. You never see the link itself, so it cannot be forwarded by mistake.
  15. A few days later, open the PDF again.
  16. Opened means they have read it but not signed yet.
  17. Signed shows when they signed.
  18. Changed your mind? Cancel the outstanding links that are still unused.
  19. They stop working at once and show Withdrawn.
  20. Now open a PDF that everyone has signed.
  21. When the last person has signed, the signed copy is ready.
  22. Download the signed file for your records. It is also emailed to you and to each signer.
  23. Did an email go missing? Click Make or re-send the signed copy.
  24. A note confirms the signed copy has been emailed.