Connecting With Clients For Sharing & Signing

Avoid sharing documents via email and remove the need for another physical signature. This session will go through how to securely share documents, assigning tasks to clients for them to complete, and how to get a document digitally signed in SuiteFiles in just a few clicks.

• Understand how digital signing is used in SuiteFiles
• See a new process for sharing and requesting information from your clients
• Look at a simplified workflow for onboarding & ongoing client management