"Ok (client name), I just sent your document to your email for your records, and we're going to sign it on your cell phone. So go ahead and look at your text messages and you'll see a document from Clixsign that I sent you. Do you see it? Great!"

"Ok, so click on the link to open the doc. There will be 1 box — you need to press each box to enter a check into it. Then you'll click BEGIN SIGNING."

"Once you press begin signing, you'll see an area that says sign here. The first time you press it, you'll see your name and initials in cursive, and under that you need to press ADOPT AND CONFIRM SIGNATURE — that creates your digital signature and initials."

"Then all you do is go down the document, and wherever it says sign or initial here or next field, just press your finger in that box and it'll enter your signature or initial where it's needed. There's only about 6 boxes to sign."

"When those are all filled out, at the bottom you'll click finish document. Then let me know when it says Document successfully completed and I'll check it's good on our end as well!"