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hey there tressa from the my case product team here to show you how to send an e-signature request to a client from my case letamp;#39;s dive in my caseamp;#39;s e-signature makes the process of preparing and signing routine documents seamless and simple for both clients and law firms you can collect the information you need and customize documents efficiently with quick and easy setup in fact our e-signature solution is robust enough for you to completely replace hereamp;#39;s how it works letamp;#39;s say i need to send out a retainer agreement just navigate to the case or lead that youamp;#39;re working on and click the pen icon next to any word or pdf document that already exists in my case first iamp;#39;ll need to define who the signers are letamp;#39;s go ahead and keep the client as the signer and i will add the attorney as a counter signer now i can insert many types of fields into this document such as signature initials date and text fields i can also insert merge fie
