After you have filled out your documents, you can either send them to your clients for review or request signatures from them. In GIC, your clients can review documents without the risk of signing them, so until you explicitly request signatures, the document will remain read only.
Sharing Documents:
-
Click "Share Docs with Clients"
-
Select which documents you would like your client to see
-
Click Send.
-
Your client will receive an email with a link to each document individually for review. If you make an update on the document, your client just needs to refresh their page and the change will be reflected.
Requesting Signatures:
-
Once you are ready for your client to sign, select "Request Client Signatures"
-
Select which documents you would like to request signatures on.
-
Click Send.
-
Your client will receive an email with a link to each document with instructions on how to sign. You will receive an email once your client has signed.