Tip of the day

Support tickets can be submitted directly from application

Send a form

Estimated reading: 1 minute 40 views

To send a form to the client from the agent’s interface, press the “Show Agent” button at the top of the screen and select a form prepared for you from the list. For more information about forms templates read here.

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.

Visit Screen sharing section for more information about the screen sharing option.

When the client sends the form (after all the mandatory fields have been filled in) you will receive the signed form by email.

For additional information about how to send a form in Cellosign application read here.

Leave a Comment

Share this Doc

Send a form

Or copy link