Assign an owner before sending
Choose who prepares the file, answers recipient questions, and follows up on incomplete requests. Agree on a deadline that leaves enough time for review across working hours or time zones.
Use a document name that identifies the customer and purpose. Avoid sending several differently named copies of the same agreement.
Make the remote handoff clear
Send a short message stating the organization, document purpose, required action, and contact for questions. Use the recipient’s preferred supported language.
Khtoom provides recipient links and request status. Email and WhatsApp delivery depend on the organization’s enabled channels; confirm receipt when delivery is uncertain.
Close the request, not just the conversation
A customer’s reply saying “done” is a prompt to check the request. Confirm completion in the system, inspect the final file, and give the customer the agreed copy.
If a deadline passes, check whether the link expired or the recipient needs a corrected document before sending another request. Keep a single clearly identified current version.
FAQ
What should I send with the signing link?
Include who is asking, which document is involved, what the recipient must do, the expected deadline, and where to ask questions.
How do I know the remote process is finished?
Check the recorded request status and the completed file. A delivered message or opened link does not by itself mean the document has been signed.