When an agent assists an assigned agent and preps an E-signature, Indio will send the request to the client from the agent’s email who initiated the E-signature rather than from the email of the assigned agent who normally sends the E-signature to the client. This can confuse the client if the E-signature comes from a different person. As a workaround, agents must ask the assigned agent to send out the E-signature on their own.

Allowing agents to send E-signature requests on behalf of an assigned agent will save time and prevent confusion on the client side.

On the E-Signatures tab, the agent clicks the New button

The Add Documents modal is triggered. The agent elects to upload a PDF from their local drive.

The agent selects a document to upload from their local drive. The document is uploaded and the agent clicks the Next button.

The Add Signers modal is then triggered. The agent selects a signer and clicks the Next button.

The agent is navigated to the add fields page, places the signature field for their client, and clicks the Next button.

The Send Options modal is triggered. The agent elects to send the invite as another assigned agent and clicks the Send button.

The E-signature request is created and a notification email is sent to the client.

Q: When an agent sends an E-signature request on behalf of another assigned agent, will it show in the activities section?

A: Yes

Q: When an agent sends an E-signature request on behalf of another assigned agent, will both agents be cc’d on the notification email?

A: Yes, in addition, if the client replies to the email, their reply will be sent to both agents.

Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.

Note: The Indio Technologies platform is most optimized on browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.