Part 6: How to Automate & E-Sign Client Agreements

Get a deep dive into how to create e-signable document templates in Lexicata (like fee agreements and engagement letters), and learn how to send these documents out for signing once they're drafted.

What you'll learn:

• where to view pending & submitted documents;
• how to create & edit documents in the Template Editor (Text Editor Templates specifically);
• how to add document signers & contact automation fields;
• when to use Text Editor templates over PDF templates, and vice versa;
• how to prepare, send and fill out e-signable documents; and
• how to review submitted document data.

Features Discussed:

   > Document Index Page         > Template Editor
   > Text Editor Templates 	 > Document Signer Settings
   > Preparing Documents         > Sending Documents              	
   > HelloSign                   > Reviewing Documents

____________ Register for a live session below ______________