Boru Digital Signature User Guide

[accordion title=”Digital Signature User Guide”]

  • 1.Go to the quote module and open a quote in the quote list view.
  • 2.Click Request Signature and select the email to send the signature request to.

  • 3.The email will be sent to the email address selected.
  • 4.Open the email and click “here” and go the page.

  • 5.Review the quote and sign at the bottom. Enter the password from the email.

  • 6.Accept the terms and conditions.
  • 7.Go back to vTiger, quotes and documents section.
  • 8.The signed quote will be attached and linked to the vTiger quote record.


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