Sending a "Signed" Retainer to a Client
Related to collecting signatures on forms with the Signature Attestation block and sending a retainer or other External Form to a client.
How do I print or email some version of a retainer or other "signed" form to a client?
A typical setup involves putting the Signature Attestations list view at the end of a print profile, followed by the Email PDF of Profile block. The list view can be set with a default filter for just the type of attestation needed by the form.