Prevail User Knowledge Base

E-Training*: Implementing & Using eSignature in Prevail

Owned by Carly Ventura
Last updated: Jan 17, 2024
2 min read

This article will explain how to use the eSignature feature in Prevail.

Video Link: eSignature

How to request signatures from your clients through Prevail:

  1. Navigate to a Matter

  2. Document Merge

  3. Click on the eSignature folder at the bottom of this window.

    1. Any documents you have sent to Prevail for eSignature will be housed here.

  4. Fill out the required eSignature information:

    1. From: Who the document is from. This dropdown will list the Case Manager, Current User, Hearing Attorney, and Lead Attorney for the current Matter.

      1. Note: Each person must have an email in their contact.

    2. To: Use this dropdown to select the person you are requesting signatures from. The dropdown will display any contact in the matter that has an email attached.

    3. Subject: The E-mail the recipient receives will display this as the subject.

    4. Message: You may add a note using this text box if you’d like. It will appear at the bottom of the email to the document recipient.

    5. History Options: How the document will appear on this Matter’s History Tab

    6. System Message: When the document comes back signed, this dropdown specifies who will receive that notification.

    7. Check the ‘Receive Email of Signed Document’ if you want the selected person to receive an email of the signed document when it is returned.

    8. Optional: Assign a task to a user with the signed document. Use the dropdown to select the responsible user, and select the task category. Type the Start days from the signed date, and due days from the start date.

  5. Click Next

  6. Complete the rest of the document merge as you normally would.

    1. Review the document merge training if you have questions about this step.

  7. A pop-up will appear indicating your request has been submitted.

Note: The Document will be posted to the Matter’s History Tab, with the Status of ‘Pending.’

To add this header to your History Tab:

  1. Go to any Matter in Prevail

  2. History

  3. Options

  4. Check the ‘Status’ option

  5. Adjust the grid to your liking

How to Sign Documents:

  1. Client will receive two emails:

    1. A Document link

    2. A unique pin number to access the document

      1. Note: To remove the PIN requirement, navigate to Administration>Firm Settings in Prevail.

      2. Uncheck the box that says ‘eSignature Require Pin’

      3. Restart Prevail

  2. Click the link to the document

  3. Sign in the required fields.

  4. Click Submit

  5. Agree to the terms of use.

How to View your Signed Documents

  • When the document comes back signed, you will receive a notification in Prevail.

    • Notifications will come either through a task, message or both, depending on your selected notification preferences in the request process.

  • You will also receive an email with the signed document if you chose that option previously.

  • The signed document will be on the corresponding Matter’s History tab, and it’s status will change to ‘Signed.’

 

 

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