Insert electronic signatures into a form or letter

Table of Contents

• Insert electronic signature
• Tracking the status of an electronic signature

Insert electronic signature

1.    Generate a form or letter in triConvey.

2.    Select the area on the document where the electronic signature is to be placed.

3.    Select Sign from the triConvey Word toolbar and select Add Signature.

4.    Select the required Signing Clause. 

5.    Once you click on it, a field will be inserted into the document. 

Tip:  Hold down Alt-F9 to view fields that are signed.  You can also enable Field Shading in Word to show the field where the signature will be.

6.    Click back on Sign, review details and then click SEND TO SIGN.

7.    SignIT will open in a web browser where you can add signers and viewers.  Learn more about adding signers and signing tags.

8.    Once you are ready to send the document, select Finish & send.

Tracking the status of an electronic signature

You can track the signature of the document through triSearch at any time and see all triSearch orders for a matter on the triSearch tab.

The client will receive the following emails from triSearch: 

• A reminder on day 3, then every 2 days for 30 days by email until they sign the document.
• Both parties will receive a confirmation when the signature is complete and a copy of the signed document. 

Double-click the entry in the triSearch tab to be directed to the order to see status updates and/or cancel the signature request.

The completed document will be stored in the documents section of a matter.