Upload Document and Request Signature from a Client in Action Center
Step 2: Select the Client
- Click on the client name you want to manage (e.g., "Owais Hassan").
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Step 3: Click "Document Hub"
- Inside the profile, click on the Document Hub tab to access the document section.
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Step 4: Click "Action Center21 Items, 5.03 MB UsedGo to Action Center"
- Find the Action Center box and click it to manage signature requests and tasks.
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Step 5: Click "Drag files here to upload, or browse for files"
- In the Action Center, click this upload area and choose the document(s) from your computer.
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Step 6: Click "Upload"
- After selecting the file(s), press the Upload button to begin uploading.
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Step 7: Click "Next"
- Once the upload finishes, click Next to continue.
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Step 8: Click "Next"
- Click Next again to move to the signer selection screen.
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Step 9: Click "Signee"
- Choose Client (e.g., "Owais Hassan") from the list of signers.
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Step 10: Click "signature Client (e.g., "Owais Hassan") "
- Click on the signature Client (e.g., "Owais Hassan") field to assign the signature spot to that person.
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Step 11: Click "Next"
- Click Next to review the request.
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Step 12: Click "Pending"
- Press Pending to finalise and send the signature request to the client.
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