Can I Request a Signature on a Document in WeFile?

Yes, you can request a signature on a document directly from WeFile without starting from scratch.

How to Request a Signature:

• Find the document in WeFile.
• Click the three dots and select “Request Signature.”
• Add any additional documents if needed.
• Click the blue “Send” button. (Please note: Clicking “Send” doesn’t dispatch the document to a client yet. It simply sends the selected documents over to the WeSignature side of the system so you can prepare the document(s) accordingly for your clients).
• Complete the normal signing process — add signers, drag and drop signature fields, add a template, etc.