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How do I resend an e-signature email to my customer in SureFire Install Version.

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📊 Step-by-Step Guide

Step 1: Log in to SureFire

Use this when you need to access the e-signature tools.

Log in to SureFire as admin.

Step 2: Open the e-Signature Document Center

Use this when you need to find the document set you want to resend.

Select Tools e-Signature e-Signature Document Center Home.

Step 3: Choose the customer’s Document Set

Use this when you need to select the correct documents for your customer.

Select the Document Set for yourcustomer.

Step 4: Open the Document Set

Use this when you need to access the email options for that set.

Click Open Document Set.

Step 5: Click Email in the Document Set window

Use this when you are ready to resend the e-signature email.

In the Document Set window, click Email.

Step 6: Select the email address

Use this when you need to choose where the email will be sent.

Select the email address.

Step 7: Enter the Subject and Message

Use this when you want to customize what your customer receives.

Enter a Subject and Message.

Step 8: Include a pickup link (optional)

Use this when you want to provide a link to the documents.

Select the Include a pickup link with message checkbox, to provide a link to the documents.

Step 9: Send the email

Use this when you are ready to resend the e-signature request.

Click Send.

Tags: install,setup