Not yet? Well, we highly recommend it. This powerful feature allows you to complete profiles online and send them to your clients or colleagues to eSign. And the best part? You can stop faxing hard copy profiles and make your work life easier by switching to convenient and time saving electronic filing. You’ll also cut down paper usage.
Check out the benefits:
- Complete the entire profile process easily online.
- Signatories do not need a WMSolutions.com account.
- Signatories can view and sign from mobile devices including laptops, tablets and smartphones.
Here’s how it works in 5 simple steps:
1. Fill Online
Create a profile in your WMSolutions.com account.
2. Choose Signatory
Once you reach the signatory page, select the option for “someone else will sign profile electronically.”
3. Signatory Receives Email
The signatory will receive an email with a link to review and sign the profile.
4. Signatory signs or comments
Signatories can review, eSign and submit the profile electronically, or return it to you with comments.
5. You receive a confirmation email
You will receive an email alerting you the signatory submitted the profile electronically, or an email with the signatory’s comments.
For customers in Québec this functionality is also available in French.