Enabling E-Sign within Keyflo

When your contacts (clients) are using Keyflo, you can send documents for them to review and sign electronically.

However, this functionality needs to be enabled first before documents can be sent for review and signing via E-Sign.

Enabling E-Signing of documents

This functionality will first need to be enabled in order for you to send documents for review and signing via E-Sign. This will also then enable your contacts (clients) to submit feedback if necessary, as well as download the document.

To enable this functionality at group level, Group Administrators can use the Keyflo option in the Tools dropdown menu to toggle it on.

1. Click Tools on the main navigation bar
2. In the dropdown menu, click Keyflo
3. In the Documents section, toggle on Enable E-Sign
   1. You can use the menu to determine if you want to enable E-Sign for All branches, or individual branches

Once activated, you'll be able to select your documents as usual, selecting the relevant property and contacts, and sending it as an E-Sign document.

Your contacts (clients) will receive an email inviting them to review the document through Keyflo. Once they're logged in to Keyflo, they'll be able to read all documents, and will have the option to accept or decline the document, as well as provide feedback. Once the document has been signed by all parties, it will be available for them to view and download through the Documents section in Keyflo.

You'll be able to track the progression through eSignatures on the Home screen side menu, allowing you to resend, chase, or void the document. You will also have access to the full audit trail of the document including emails and reminders sent.

For guidance on this, please refer to the E-Sign with Keyflo Help Centre section.