VINESIGN: How to fill Liens for Justin's Signature

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FruitfulCognition
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7 Questions

Justin Farahi signs BI Release Forms for our clients.

False

The Case Handler has to fill in the Firm contact information, such as Address, Phone, Fax, Email, etc. before sending any Liens to Justin Farahi for his signature.

True

The Case Handler has to fill in the Client's contact information on Liens before sending them to Justin Farahi for his signature at all times.

False

Drag and drop the options to correctly pair the fields with the corresponding individuals for completing blanks on liens.

Signature = Justin Farahi Farahi Law Firm, APC (Print Name of the Firm) = Case Handler Justin Farahi's Printed Name = Case Handler Farahi Law Firm Contact Information = Case Handler

How should liens be sent to Justin for signature in the most efficient manner?

Email option in Vinesign

What is the required action for the Case Handler when asked for the Attorney's Printed Name?

Place a Read Only text field with Justin's name

How can we easily receive notifications immediately upon Justin signing a document sent through Vinesign?

Adding the Case Handler's email to the Notification options

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