Navigate to the Home Tab of a case.

Select the dark green drop-down arrow and select E-Signature Request.

A pop-up window will appear.

Select Upload File, then drag the desired document into the box. The Firm can also click into the dotted box to search and select a document.

Fill out the email subject and message fields.

Select Next.

Select a Signer Role and select Next.

Select Place Fields.

Place your fields, then click Continue.

Confirm that information is correct and select Send.