Crypton Checklist (L) Logo
  • New Client Checklist

    To create your new account, please provide us with the following information. Once we receive it, we will send you a Service Agreement via eSignature
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • PDF Upload Instructions

    In order to create your template(s), use this section to provide your template notation information.
  • 1. Notate where every signature field should be placed on every page.

    2. Notate where every text field will be placed on every page (if applicable).

    3. Notate if you want us to place date fields within the document, and where they should be placed.

    4. Identify sections, page titles, number of pages in each section, and total number of pages.

    5. List any "if/then" scenarios. (E.g. If a signer purchases extra products or services that are NOT on your standard contract, then additional pages for signature, initials, and/or date field would need to be included).

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Follow-Up (optional)

    If you would like us to email you a copy of the responses you provided on this checklist, please enter your email address below.
  • Should be Empty: