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Signing Documents in Mitigate™

Question

  • How to get a document signed in the Mitigate™ mobile application
  • Signing documents on Mitigate mobile



Answer

Cotality Mitigate | Document Signatures

Follow this process to add a document and have it signed.



1. Select the Forms card

Tip: Tip! Be sure to download all forms before searching for a document. This action downloads forms used by your company.

2. Search for the form you need

3. Tap the document to select it

Tip: Tip! You can either have the customer sign the form if they are present, or you can email the form to them for their signature.

4. Tap into the blue signature block to start the signature

5. Have the customer draw their signature with their finger on your device's screen.

Tap the blue arrow in the bottom right to move to the next signature.

6. You will then add your signature and tap the green checkmark in the bottom right.

Email a Form

7. To Email a form, tap the ellipses

8. Tap Email

9. Complete the Subject and Body

10. Only attach needed form(s) and tap the Email icon in the top right

Questions? Contact Us!

 


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