The letter generator facilitates e-signatures. After drafting a letter in Canopy, you can click the sign icon to load the signing interface. Here, you can add your own signature, add signature blocks for clients, and send the letter through a client request to be signed.
Adding your own signature is as simple as dragging the green signature field from the left menu under the “My signature” tab. After placing the signature where you want it, you can choose from various signature fonts and make any necessary edits for how your name should appear. You can easily move the signature if needed by clicking and dragging the signature.
Similarly, the process for adding recipient signature fields starts by going to the “Recipients” tab and dragging the a signature field onto the document. For recipients, you will be prompted to select the person who should sign in each signature field. The same process can be followed for dates and initials.
Once you’ve added all required signature fields, you can then easily send the document to the client. Simply click on the “Send request” tab, fill out any additional information, and click “Send now.”
After the request is sent, your client will receive an email notification that the letter is available for review and signature. They will be able to open the document and click to sign the fields that have been assigned to them. Once all signatures have been added, the document can easily be downloaded and saved as a record.