How to send a client a document electronically using a template.

Navigate to the case from which you would like to send an e-signature request.

Click the green arrow on the top right of any page of the case.

Select E-Signature Request from the drop-down menu.

A pop-up window will appear.

Select the template from which you want to send the e-signature request.

Click Next.

Verify the Signer Information is correct and click Send.

Your e-signature request will be sent.