Sending documents and agreements out for signatures automatically is a breeze with Fidu. Follow these steps to ensure your documents are ready for e-signatures.

1. Navigate to the Productize Library

2. Choose the document or agreement you want to add a signature to (or create a new one)

3. Set the document to be signable to enable the signature process:

- Go to 'Settings' and make sure the 'Signable' feature is selected.

- Click 'Save.'

4. Add a Signature:

- Scroll down to find the 'Signatures' section.

- Click 'New Signature' to create a signature field.

- Choose who will sign (e.g., client's lawyer, specific person, client).

- Add a Name or description to the signature field

- Click 'Save.'

5. Place the Signature:

- Navigate back to the document.

- Find the newly created signature option on the right side list.

- Place your cursor within the document where you want the signature to be placed.

- Click the plus sign to add the signature field.

- Click 'Save.'

Now, every client who receives this document will have ability to e-sign the document.

You can add additional signatures by repeating this process.

If you want to add a 3rd party signatory who is not in your portal as a client, simply gather the Name and Email via the questionnaire and create a signature using the above process. When adding the signature, select ‘Other Party’.

Note, for Other Party signatures, the email address field must be of type "Email".