How Clients Sign as POA or LLC

If your clients will be signing the document with a different name than what will be autofilled then you can use one of the options below to collect the correct signature. 

• Option 1: Your client will edit their name when they sign the document
• Option 2: Edit your clients name before sharing the document

Your client will edit their name when they sign the document

When your client opens the documents to sign they will have the ability to modify their signature and initials. In this scenario we will add them to the loop with the name that you need to autofill the documents with and then we will prompt them to update their signature to reflect the POA. 

Step 1: Open your loop

Open the loop that you need to add the POA to.

Step 2: Scroll down to the people section of the loop

Navigate to the people section of the loop.

Step 3: Click on ADD PERSON

Click on Add Person to start adding details about the person.

Step 4: Add the person with the name you need the document to autofill

Depending on how you need the POA’s information to autofill that’s how you will want to add them to the loop.

EXAMPLE: If you need the client’s name to autofill as “Sally Seller POA” that’s how you will add them to the loop. If you need the client’s name to autofill as “Sally Seller” then that’s how you will add them to the loop.

Step 5: Open the necessary documents and autofill

You can use the checkboxes to the left of your documents to open multiple documents or click on the name of the document to open one. If you’re opening an interactive document, or multiple interactive documents, then an autofill window will pop up to fill in all the details for you.

Step 6: Share the documents

Click on Share in the top right to send the documents to your client(s) via email. In the Share window, you can change the share permission for your client, include a helpful message and a PDF copy. Once you have made your selection(s) then click Share in the bottom right to send the document to your client.

Step 7: Instruct your client to modify their Signature

When your client starts signing the document they will be met with an Adopt Your Signature window. In this window, the client can modify how they want to sign.

Step 8: Instruct your client to click ADOPT AND SIGN

Once they have modified their signature they are all set to click Adopt and Sign. They will be able to sign with the correct signature and initials in any field that’s assigned to them.

After the client signs you will need to edit their name in the loop. When the client changes their signature it also changes their name in the loop. Click here to learn about editing a person. 

NOTE: If they client draws their signature and initials this will not change their name in the loop. 

 

Edit your clients name before sharing the document

With this option you can edit your clients name after you autofill the document and before you share. This means that when your client opens up the document to sign, the Adopt Your Signature window will populate with the way you need them to sign. 

Step 1: Open your loop

Open the loop that you need to add the POA to.

Step 2: Scroll down to the People section of the loop

Navigate to the people section of the loop.

Step 3: Click on ADD PERSON

Click on ADD PERSON to start adding details about the person.

Step 4: Add the person with the name you need the document to autofill with

Depending on how you need the POA’s information to autofill that’s how you will want to add them to the loop.

EXAMPLE: If you need the client’s name to autofill as “Sally Seller POA” that’s how you will add them to the loop. If you need the client’s name to autofill as “Sally Seller” then that’s how you will add them to the loop.

Step 5: Open the necessary documents and autofill

You can use the checkboxes to the left of your documents to open multiple documents or click on the name of the document to open that one. If you’re opening an interactive document, or multiple interactive documents, then an autofill window will pop up to fill in all the details for you. 

Step 6: Save and exit the document

Once you have auto filled and completed the rest of the document then you will want to click on Save in the top right and then back out of the document using the arrow in the top left.

Step 7: Edit your client’s name

Scroll down to the people section of the loop and then click on the client’s name or the three vertical dots to the right of their role to edit. This is where you will edit their name with how you need them to sign. Click Save.

Step 8: Share to your clients

You can use the checkboxes to the left of your documents to share multiple documents or hover over the name of the document and click Share to the right to share one document. When your clients open the document to sign they will be prompted to sign with the edited name.