Sending E-Signature Requests
How to prepare documents for electronic signatures and send them to clients through the portal.
- 01
Prepare the Document
Upload a PDF to the client's document folder. Click 'Request Signature' on the file. The document opens in the signature editor.
- 02
Place Signature Fields
Drag signature, date, initials, and text fields onto the document. Assign each field to a signer (client, spouse, or firm representative).
- 03
Send for Signing
Click 'Send'. Each signer receives an email with a secure link. They can sign on any device — desktop, tablet, or phone. No account creation required.
- 04
Track and Download
Monitor signing status in real-time. Once all parties sign, ZentroBiz generates a tamper-proof PDF with an audit trail. It's automatically saved to the client's document folder.
Still need help?
Contact our team and we will point you in the right direction.