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Gemini The engagement letter is still unsigned, and your new client is ready to start. You send the PDF. They plan to print it later. Then you follow up again. A small task becomes one more thing your bookkeeping team has to chase.
What’s new: Zil Sign is now inside ZIL MONEY. Upload a PDF, add the people who need to sign, place the fields, and send it. Each person signs from an email link, and you follow every request in one list.
Key takeaways: Send a PDF up to 10 MB. Set each person to sign or to get a copy. Follow every request in one list.
See how it works
How to send a client engagement letter
- Open Zil Sign. Choose BUSINESS TOOLS > More, find the Zil Sign card, and click Open Tool. Then click Request Signature.
- Add your PDF and people. Upload the letter and enter each person’s full name and email.
- Choose the roles. Set your client to Needs to sign. Set teammates to Receive a copy. Click Add me if you sign too. Then click Continue.
- Place the fields. Drag Signature, Sign Date, and any other fields onto the PDF.
- Send it. Click Send, check the summary, and click Send again.
See the full walkthrough with screenshots.
After you send it
Your client gets an email with a Sign Document button and signs on a web page. Your Zil Sign list then shows the request as Pending, In progress, Signed, or Cancelled. Open a request to see each person’s status and an Activity timeline. While it is In progress, you can resend or cancel it.
Frequently Asked Questions
What is Zil Sign?
It is the document-signing tool inside ZIL MONEY. You send a PDF, place fields, and follow the signature request.
How do I get a client engagement letter signed online?
Open Zil Sign, upload the PDF, and add your client as Needs to sign. Drag a Signature field onto the letter and click Send. Your client signs from the email link.
What file types can I send?
PDF files up to 10 MB.
How do signers sign?
They click Sign Document in the email. They can type a signature, draw one, or upload an image of it. Then they agree to the terms and click Submit. The signer and anyone set to Receive a copy get the signed PDF by email.
How do I track a request?
Check your Zil Sign list. Open a request to see each person’s status and the Activity timeline.
Can I sign the document myself too?
Yes. Click Add me when you add people.