video1.0<iframe src="https://www.loom.com/embed/cbe2eb16876f4eeab0ead1b04fcc643e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/cbe2eb16876f4eeab0ead1b04fcc643e-c9b243b080d25549-full.jpg377.643This Loom demonstrates how to use Boxsign to request signatures on an agreement from a client folder template. It walks through adding signers (advisor and client), setting the signing order so the advisor signs first, and dragging in fields for date signed, client name, client initials, client signature, and schedule A fee text box. The creator double-checks that the save location defaults to the opened client folder, then sends requests. After the advisor agrees to terms and signs, the client receives an email to complete the remaining signature steps.