Rocket Matter Knowledge Base ImagineShare Integration.How to use the ImagineShare Electronic Signature feature.

How to use the ImagineShare Electronic Signature feature.

Send any PDF file you have stored in ImagineShare to your Clients for an electronic signature. This exchange is easy and secure with ImagineShare's multi-layered encryption technology.

Only PDF files may be sent for e-signature. This feature will not work with other file types.

1. Login to the ImagineShare web app and navigate to 'All Files'.

2. Click on the file you would like to send out for an e-signature.

3. Click 'Request Signature'.

4. Enter the following information:

  1. Client.
  2. Link type (Direct or Question/Answer).
  3. Choose a template. 'Custom Template' will allow you to use the document in the preview window as a template. You will need to drop and drag the signature and/or initial jot blocks into the document.
  4. Select a Signer or Signer(s). You may add additional signers by clicking 'Add Signer'. You may add as many as you need. Click 'Finished' after adding all jot blocks.  
  5. Click 'Add New' under signer one to add signers information. Repeat for each signer on the document.
  6. Enter custom instructions.

5. When you're finished, click 'Prepare Request'.

Once initiated you will get the following validation:

6. The Client will receive an email with the attachment. Click 'View in ImagineShare' to sign.

8. Your Client/Contact will need to accept the terms and conditions and click 'Start Signing'.

9. Once all signatures and/or initials have been entered, they will click 'Finish'. This will send the documents forward to the next signer, or to you, if complete.

10. The signed documents will appear in ImagineShare in the designated Client workspace.

You will receive a notification in ImagineShare once the signed documents are ready!

You will also receive an email notification when signed documents have been delivered.

Signed documents in the designated workspace:

To move the signed document into Rocket Matter complete the following:

  1. Click the '...' icon and select 'Move File'.

2. Click on the desired Client : Matter workspace and click 'Save'.

The signed document can now be found in Rocket Matter!

NOTE: Use the 'actions' drop-down button to move the file into another folder or bill for your Document!