Hub Documents Tab

1. Go to Hub > Documents tab> click the Send New Template button.

   

2. From the Send New Template window:

   

   1. Signature Template: Select the document you want to send.

   2. Entity Type:

      1. Select the Client, Employee or Other: From Recipients search for and select the individual. or,

      2. Select External User > enter the Name > enter the Email address.

   3. Click the Add button.

   4. Workflow Type:

      1. Sequential – Sends the document to approver 1 (signee) and then to approver 2 (signee) after the first signature is complete.

      2. Parallel – Send the document to all signees at the same time.

   5. Approvers: Any user that you added as a recipient is available to select as the Approver.

3. Click Send.

4. Monitor and manage the status of the document in Actions column. You can do the following:

   • Resend

   • View

   • Download

   • History

   • Cancel

From the Hub, all documents sent for signature can be reviewed. You can track the progress of these signatures and ensure they’re returned.

By default, sent documents display. To see all documents sent by your agency uncheck My Documents.