SimpleSign and HelloSign are online services, that can be used to share documents for signature. This is especially useful for quotes, contracts or similar documents.
Using the ProductivityTools plugin, you can integrate SimpleSign and HelloSign with Daylite to send PDF files from the DayliteDocs plugin to customers for online signing.
To send a PDF for digital signature from DayliteDocs do the following:
- Open the DayliteDocs tab of a Daylite object or the global DayliteDocs section in the left sidebar
- Select the PDF you want to be digitally signed
- Open the context menu on the PDF with the right mouse button
- Select Sign PDF with SimpleSign or Sign PDF with HelloSign
- Select the recipient
- Select an email template to send the link to the document
Attention: If you want to send the PDF file to HelloSign, no preview of the email will be displayed. HelloSign sends the document immediately. You can also not copy the link to the document to the clipboard with HelloSign.