Learn How to Create, Send, and Monitor SignWise Requests

Note: Users on our Standard plan are limited to two SignWise templates agency-wide. If you're interested in upgrading to our Premium plan, with unlimited SignWise templates, let us know!

Whether you need your client to sign an agreement or a community to sign a contract, we've got you covered with SignWise. This article will walk you through how to create and send a SignWise request, as well as show you how to view and monitor your requests:



1) Configure your SignWise Settings


Note: These settings can only be updated by Administrator users. If a template is already set up and you just want to send a document for Signature, jump to Step 5.

  1. Navigate to the profile menu
  2. Select Agency settings
  3. Click SignWise
  4. Customize the email body and subject for your SignWise request template
  5. Add Attachments (optional)
  6. Customize the email body and subject for your SignWise completed template
  7. Add Attachments (optional)

2) Upload a File for Your SignWise Template


  1. Navigate to the Files module
  2. Select Click to upload or drag and drop the file for your SignWise template

3) Create your SignWise Template


Note: This setting is available only to administrative users.

  1. Click the file name
  2. Select Signature template option
    1. If your file is not a PDF, a popup will appear (see below) prompting you to convert your file to a PDF before you can complete setting up your SignWise template


4) Edit your SignWise template

Fields to Edit Before Sending


These fields will be filled out by you or your team before the template gets sent to a recipient. You can add Text, Date, and Checkbox fields. Simply click Add Field, and drag it the location you want. You can also resize the field as needed. Additionally, if the field will typically be the same text, you can add Default text to reduce manual entry when sending the document. That text can be edited if needed before the document gets sent out.


Recipient Fields


You can add Signature, Text, Date, Checkbox, and Initial fields for recipients. Simply click Add Field, and drag it the location you want. You can also resize the field as needed. Additionally, if you want to have Placeholder text (explaining what the signer should add), you can define that placeholder when creating the field. You are also able to indicate if a field is required to be filled out by the recipient.


Additional Recipients Fields


Fields for additional recipients will match the setting color on the left. In this example, recipient 2 fields are blue and recipient 3 fields are purple. If you require more than one recipient, simply click Add recipient, and add the fields for that individual.


Customize the Signature Request and Completion Emails

Customize your request emails using the Customize button. Learn more about that process in this tutorial.


Previous and Next buttons to navigate in multi-page PDFs


Once you've complete customizing your SignWise template, click Save Template.


Note: You can always edit SignWise templates again if needed.

5) Choose Request Signature

From within a client, community, or referral source profile, click Actions and choose Request Signature.


6) Choose your SignWise template


7) Edit the Sender and Recipients Fields

You'll now need to edit any Sender Fields and confirm the recipient email addresses are correct.

  1. Edit your Sender Fields
  2. Choose/edit Recipient email addresses. Recipients will receive the SignWise one at a time, in the order of recipient number.  Meaning  Recipient 1 will receive the document first, followed by Recipient 2, ect.
  3. Select whether a field is required for this recipient (Optional)
  4. Add CC Recipients, non-signers who need to receive the signed document once it's complete. (Optional)
  5. Personalize the request email further by clicking Customize. (Optional)
  6. Click Send

8) Monitor your Request

Note: Senior Place will automatically send reminders to recipients who have yet to sign your document at 7, 14, and 30 days intervals after the initial request.

Once you've sent your request, it will be sent to Recipient 1 first. Once that recipient has signed, it will be sent to Recipient 2, ect., until all recipients have signed the document. Once all signatures have been received, a final, signed version will be sent to everyone involved and be uploaded to the related profiles Files tab.


While the signing process is mostly out of your hands at this point, you can still monitor the progress of your requests and make adjustments as needed. Not only will the SignWise request email show on the Messages tab of the related profile, but you'll also be able to see the requests details on the Files tab as well:

  1. Navigate to the Files tab of the relevant Client, Community, or referral source
  2. Click the File name to open a preview of the active SignWise request
  3. The icons will indicate whose turn it is for the SignWise request:
    1. The green checkmark ✅ means that this recipient has signed the document
    2. The blue arrow ➡ means that the individual has received the request and needs to sign
    3. The yellow clock 🕗 means that the individual is waiting to receive the request until the previous recipient has signed
  4. If a recipient hasn't signed or lost the email, you can always click Resend email to send the request again
  5. If you want to cancel or duplicate the SignWise request, you can do so by clicking Cancel request or Duplicate request

How to Monitor All Your SignWise Requests

1) Navigate to your SignWise Dashboard

  1. Navigate to the Files module
  2. Click on the SignWise tab

2) Search and Filter Your Requests

From your SignWise Dashboard, you are able to:

  1. Search by template name, recipient email, or associated record name
  2. Filter by request status
  3. Preview SignWise requests
  4. Navigate to the corresponding client profile
  5. Resend your request
  6. Cancel or duplicate your request

Have more questions? Feel free to reach out to us at support@seniorplace.com!

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