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How can I send a form to the client?

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There are several options to send a form in Cellosign application:


Send a form from the Show Agent screen


Press the “Show Agent” button at the top of the screen and select a form from the list.

Enter the client’s email address or mobile phone number at the top of the screen and press “Connect” button.

At this point, when the client opens the link from the phone message or the email, you can both work together on the form.

For more information about Show Agent read here.


Send a form from the Dashboard panel


There are two options to send a form from the Dashboard:

Select a form from the list and press Send.

The template will be opened at the Agent screen.

Add phone number of the client or email address where the client will be able to open the form and add the relevant details. Press “Connect” button to send the form to the client.

Drag PDF file to the field or upload it by pressing “click here to upload” and selecting PDF file location.

By pressing “Send” button the file will be opened at the Agent screen.

Press “Add Fields” button to add controllers.

Add phone number of the client or email address where the client will be able to open the form and press “Connect” button to send the form to the client.

For more information about Dashboard read here.


Send a form from the Templates screen


Templates panel displays the list of templates related to the project. The page is accessible for users with “Project manager” and “Organization manager” permissions.

Go to the Templates screen, select a form template from the list and click the template name.

From the template toolbar press the “Show Agent” button to open the template in the Agent screen.

For more information about Templates read here.

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