Dispute Authorization Signature

Using the Digital Signature Feature in Client Dispute Manager Software

The Digital Signature feature lets your clients approve the use of their signature during the onboarding process. Once the client provides permission, the software stores their Digital Signature and automatically places it at the bottom of any dispute letter you generate.

This guide walks you through what the Digital Signature feature does, why it’s important in the dispute process, how it works, and how you can use it with both new and existing clients.

What Is the Digital Signature Feature?

The Digital Signature feature captures your client’s approved signature during client auto sign-up or when they sign your digital contract. Once permission is given, the system stores a secure Digital Signature that becomes available on all dispute letters created for that client.

You do not need to upload a signature file, insert images, or place anything manually. The Digital Signature is already built into every letter template in the software.

Why the Digital Signature Feature Matters

Credit repair companies often receive stall responses when dispute letters look generic or lack clear client authorization. A Digital Signature helps address this issue.

The Digital Signature:

• Shows the client approved your use of their signature

• Adds authenticity to your letters

• Helps reduce the chance of stall responses

• Provides a clear, permission-based structure for dispute packages

How the Digital Signature Is Captured

A client's digital signature can be captured in three different ways. Once the signature has been successfully collected, it is securely stored in the client's profile and can be automatically applied to dispute letters that use the [clientsignature] placeholder.

1. Self-Service Sign Up

If you use the Self-Service Sign Up feature, the client will complete the onboarding process on their own. During the sign-up process, the client will review your agreement, provide their electronic signature, and authorize its use for dispute letters.

After the onboarding is complete, the client's signature is automatically saved to their profile.

2. Client Auto Sign Up

If you use Client Auto Sign Up, the client will also provide their digital signature as part of the automated onboarding process.

After completing the required onboarding steps and submitting their signature, the software automatically saves the signature to the client's profile, making it available for future dispute letters.

3. Digital Signature Request by Email

If the client has not already provided a signature through Self-Service Sign Up or Client Auto Sign Up, you can request one by sending a Digital Signature Request Email.

This option is commonly used for:

• Existing clients who were added before the digital signature feature was available.

• Clients who skipped the onboarding process.

• Clients who still need to authorize the use of their signature.

Once the client receives the email, they simply review the request, sign electronically, and submit it. The software then automatically saves the signature to the client's profile for future use.

Where the Signature Is Stored

Regardless of how the signature is collected, it is securely stored in the client's profile and can be used on dispute letters whenever the [clientsignature] placeholder is included in the letter template.

How the Digital Signature Feature Works

1. Client Approval
   
   The client gives permission during:

   • Client auto sign-up

   • Digital contract signing

   • Digital Signature Request by Email
      

2. Signature Capture
   
   Once the client signs and approves the use of their Digital Signature, the software stores it securely.
    

3. Automatic Use in Letters
   
   After approval, the Digital Signature automatically appears at the bottom of any dispute letter you generate, including:
    

   • Default letters

   • Edited letters

   • Manual letters

      

Important: 

If the customer has not signed the contract or Digital Signature Request, a digital signature cannot be captured. If no signature is available, The dispute authorization signature feature won't show on the letters.