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What will my client see?
What will my client see when I request an eSignature?
What will my client see when I request an eSignature?

You have the option to directly email a document from MyCase to your client's or potential client's email inbox and request their signature.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

You have the option to directly email a document from MyCase to your client's or potential client's email inbox and request their signature. This article shows you the client's or potential client's experience when you request an eSignature from them.

When you select the option to email an eSignature request to your client or potential client, you will see a confirmation screen with the name of the Document, their email, and you have the ability to send a custom message.
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After you email your client/potential client an eSignature request, they will receive an email with a link to review and sign the document. They will be able to see if you added a custom message to the email, as pictured below.
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Once your client clicks the link to View & Sign Document, they will be prompted to review the document and then sign in the designated spaces.
Signers can sign the document with their finger or mouse with the option to type their name.

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We'll notify you when the document is signed and send all signers an email with the completed document attached. The document will be immediately saved to MyCase.
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Note: This email will come from MyCase's No-reply email address.

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