This guide is being written. The topics below show what it will cover.
Planned topics
- Open collection requirements and review what is still needed for the job.
- Choose in-person signing or email/SMS delivery of the collection link.
- Explain that the same workflow may also request an initial payment and saved payment method.
- Confirm signature completion and find the signed contract for viewing or PDF access.
- Explain what remains outstanding when a signature alone does not activate a payment plan.