If you have Sign and Share set up within your system, the feature can be used in the ways outlined below.
Selecting documents to share in Access Legal Case Management
There are two ways to Sign & Share a document or multiple documents in Access Legal Case Management:
Firstly, you can select one or more documents in your File History, click on the ellipsis points under the Actions column and click Sign and Share.
The second way of signing and sharing is to generate a template first through your Workflow and then when you are prompted to save, selecting Sign and Share.
Signing a Document in Access Legal Case Management
No matter which of the above two routes you take, you will be prompted with a password screen. Enter your password and click OK. If you only have a Company signature in your system, you will skip this step.
The screen will open showing the selected document and the signatures for the user to the left.
Left-click on your chosen signature and then left-click onto the page where you would like the signature to be. You have the additional option of making the signature bigger or smaller using the little squares surrounding the image to manipulate its size and shape.
Sharing a Document in Access Legal Case Management
Once you are happy with your signature placement, share the document by clicking on the Share button at the top of the window:
The first pop-up window will be a contact list of contacts associated with the matter you are working on. Select a contact to populate their email addresses into your new email, although if you want to add anyone from your Outlook Directory you can still do this when the new email window opens. The final document will be converted to a pdf , if it isn’t already, prior to being sent.