{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/28b5ba7e758d4febb7b63a65f0fea62f\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/28b5ba7e758d4febb7b63a65f0fea62f-e9ca2b6e93b68ba1.gif","duration":278.912,"title":"Creating, Tracking, and Managing eSignature Documents","description":"This Loom reviews the second step of the eSignature workflow, focusing on creating and assigning documents and how to track them through completion. It explains that a document is a template assigned and sent for signature, which can be initiated by a staff user or by a client in the ReConnect Community app, and demonstrates a staff user initiated flow: enter a descriptive name, choose a template configured for staff initiation, select recipients, set a due date, and create the document. Clients receive an in-app notification to sign, and the All Documents section lets users search, filter by status, toggle views, view status history, download or delete documents, and export files to CSV or PDF. It also covers lifecycle rules including expiring documents with no activity for 90 days, delaying deletion by 3 days after removal or cancellation, and automatically cancelling pending non-completed documents when a client is deactivated."}