Now that you've linked up all of your document templates with Rex and taken a preview of how they'll look once they've been generated, you can send out signature requests to your contacts in Rex.
You will see the integrations now show under your Third-Party Extensions on either a Contact, Property or Listing record.
The below screenshot shows this against a contact record in Rex.
To send your request, all you will need to do is:
- Click on your E-Sign Provider under Third-Party Extensions on the right-hand side
- Click Send Request in the next dialog that appears
- Select your Document Template from the dropdown menu
- Click Next
5. Select the Signers and Request Details
6. Click Send