YachtCloser eSign Process
YachtCloser eSign Process
We have made updates to the eSigning process in order to make your client communications and transactions more secure. When you send a document using YachtCloser’s eSign tool, it will now be password-protected. The steps below will guide you through the new experience to securely share your documentation. It is a quick, simple and easy process!
If you have any questions, please contact your account manager.
Step 1. Document is sent to your customer through YachtCloser eSign
Step 2. Customer receives an email with a link to the document
Step 3. Customer clicks the document link to view or open the document
Step 4. Window opens, asking customer to request verification code
Step 5. Access code is granted and sent via email
Step 6: Customer enters access code
Step 7. Customer gets access to document
If the customer needs a new code, they can click “Resend Code”: