Electronic Signing Options
Within Realworks you have the ability to add electronic signatures to your forms and agreements via two different methods on finalised forms (availability and selection of forms depends on current legislation).
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Sign on Screen, allowing you to sign your form on screen (using a tablet device) whist you are physically present with your client. This process is the equivalent to using pen and paper.
The signing person will be prompted to acknowledge and agree that, in general, they are aware that they are signing their form electronically and agreeing to the legal obligations of that form, as well as agreeing to receive electronic communications.
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Remote signing, when you need a document to be signed by a party that is not present in the same location as you. The signing requires will be emailed to the recipient and electronically signed remotely.
To use this facility you must have an account with DocuSign and authorise Realworks to access this account. Once you have set up and authorised your DocuSign account in Realworks, you will be able to choose to send your forms and agreements for remote signature without interruption.
📝 Steps:
Select and open the desired finalised form
Click on the
Signingbutton in the top toolbar
Select the desired signing option: Sign on Screen or Remote Sign (where applicable)
