E-signing/Sending Agreements/Documents

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E-signing/Sending Agreements/Documents

Sending agreements or documents for e-signature is a straightforward process with Nanny Logic.

To get started, simply follow these steps:

  1. Locate the main menu on the left-hand side of the screen.
  2. Click on the “E-sign” option from the menu.
  3. You will be directed to a page where you can choose the document you wish to send. If you have previously uploaded or created a document to your resources section, you can select it from there. Alternatively, you can upload the PDF directly from your files.
  4. Select the client or applicant you want to send the document.
  5. (Optional) You have the option to toggle the to-do” feature. By enabling this option, a to-do list will be created on the client’s or candidate’s portal, making it easier to track the progress and follow-up tasks associated with the document.

After you send the document, you can track when the document was sent, opened, and signed. You can view this under the same e-sign tab on the main menu.

For a visual guide on how this process works, please refer to the images below.

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