The video includes the following:

  • The process of e-signature request
  • E-sign via client's end
  • "Signed" SPFR storage


LodgeiT sends 2 types of notifications in case when there are more than 1 signer per document:

1. When each signer signs a document. It just notifies that a particular signer signed a document.

2. When document was signed by all parties, the document is fully signed and it will be attached to an email. 

The user must have received another notification with the document attached.

Download "Signed" SPFR

The Agent may download the signed SPFR here

Related article:

Adjusting Your Branding Settings and Adding Your Logo (Emails and SPFR)

Create Default Signatory for ALL Financial Reports

Managing SPFR's Compilation Report