How do I send a document for signature or review?

How do I send a document for signature or review?

In Psylio, you can send documents (forms, agreements, etc.) by email for signature or review, directly from a client record. 

This feature allows you to:
  1. Send and collect signatures securely
  2. Track the status of each document
  3. Manage everything in one place without leaving the client record

Send a document for signature or review 

Before you start, make sure the document is uploaded in the Documents section of the client record.

Steps
  1. In the Documents section, open the actions menu (three dots) next to the document.
  2. Click Send.
  3. In the sending window, choose the request type:
    1. For signature
    2. For review
  4. Select the recipient:
    1. The client linked to the record
    2. A parent, guardian, or another contact associated with the record
  5. Click Send.


If the document is sent for review

  1. The recipient receives an email with a link to the document.
  2. They click the link to view the document.
Once the document is opened, a Read status appears in the Sending status tab of the Documents section. This confirms that the document has been viewed.




If the document is sent for signature

  1. The recipient receives an email with a link to the document.
  2. They review the document and start the electronic signature process.
  3. They confirm they have read and understood the document and agree to sign.
    1. A unique verification code is sent to them by email.
    2. The code must be copied and pasted into the document’s validation window.
Once completed, a Signed status appears in the Sending status tab of the Documents section.

You can also view the signature details (date, time, and IP address) and the activity log from the document’s actions menu.


Cancel a document sending

You can cancel a request (for example, if the wrong document was sent) as long as the document is still awaiting signature or review.

Steps
  1. In the Documents section, open the actions menu (three dots) for the document.
  2. Click Cancel sending.
  3. Enter a reason, if needed.
  4. Confirm the cancellation.
The document status will change to Cancelled, and the email link sent to the recipient will no longer be valid.