Silverfin: Transfer multiple legal documents to your OK!Sign account at the same time
September 25th, 2023
Until now it was not possible to simultaneously transfer multiple Legal documents from your Silverfin account to your OK!Sign account.
As of this version of OK!Sign, you can forward multiple legal documents - including who needs to sign where - to your OK!Sign account with one click.
Do as follows:
In your Silverfin file click on Legal documents:
Complete each Legal document (including the placement of the signature fields).
If you have established a connection between your Silverfin account and your OK!Sign account (via the OK!Sign menu: Settings -> Apps), an OK!Sign label appears in the Actions Menu.
Click on the OK!Sign label and the legal documents - those with a yellow star - will be forwarded together with the signatories' details. You can see the progress in your OK!Sign account:
The forwarded legal documents appear under Active Documents..
You can now - as always - send an email to the signatories.
The workflow is the same as before.
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