--- title: How to Send Closing Documents description: "Closing documents can be sent for your customer, from two different places:  Please note: Documents will be sent to the assigned sales rep first and must be signed by them before they are sent to any" --- [Skip to content](https://help.gosolo.io/how-to-send-closing-documents#main-content) [![Solo Black-1](https://help.gosolo.io/hubfs/Solo%20Black-1.svg)](https://help.gosolo.io/?hsLang=en) - [Solo Help Center](https://help.gosolo.io/) Open main navigation Close main navigation - [Solo Help Center](https://help.gosolo.io/) - [Go to Solo](https://phx.gosolo.io/) [Go to Solo](https://phx.gosolo.io/) How can we help? - There are no suggestions because the search field is empty. 1. [Solo Help Center](https://help.gosolo.io/?hsLang=en) 2. [SoloSign](https://help.gosolo.io/solosign?hsLang=en) October 16, 2025 # How to Send Closing Documents Closing documents can be sent for your customer, from two different places:  - [From the Customer Page](https://help.gosolo.io/how-to-send-closing-documents#from-the-customer-page) - [From the Proposal](https://help.gosolo.io/how-to-send-closing-documents#from-the-proposal) Please note: **Documents will be sent to the assigned sales rep first** and must be signed by them before they are sent to any additional parties. Once documents are requested, you can view them from the customer page. Learn more [HERE](https://help.gosolo.io/viewing-your-customers-doc-requests?hsLang=en)! ### From the Customer Page 1. Navigate to the Docs section of the Customer Information page. and click **Request Solar Docs**. ![Docs\_RequestSolarDocsButton-ezgif.com-video-to-gif-converter](https://help.gosolo.io/hs-fs/hubfs/Docs_RequestSolarDocsButton-ezgif.com-video-to-gif-converter.gif?width=670&height=274&name=Docs_RequestSolarDocsButton-ezgif.com-video-to-gif-converter.gif) 2. A modal will appear allowing you to fill out the request. Select the **Install Partner/Installer** for the request (tap the carat and select the Install Partner from the drop-down menu).![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/AD_4nXcj0bf_Y0mvrUHwYZonIJQf5AGmKNlwuzxlvUgnlyUzlRAbfy2G1d6vWK2MQd1HGpUCN2Z2xleoU6jbhtYQhBuOY4kduS1ZAG4TftF9jQezNVUGR9REW8BnA-8UXFeMXtwHibjKNihha256q1-1.png?width=670&height=320&name=AD_4nXcj0bf_Y0mvrUHwYZonIJQf5AGmKNlwuzxlvUgnlyUzlRAbfy2G1d6vWK2MQd1HGpUCN2Z2xleoU6jbhtYQhBuOY4kduS1ZAG4TftF9jQezNVUGR9REW8BnA-8UXFeMXtwHibjKNihha256q1-1.png) 3. Select the primary signer, filling out the following required information:  1. 1. The individual whose name is on the utility bill's status (Home owner, co-applicant, or utility account holder).![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/AD_4nXdbp6A8IhA6Eyhcy6WzPtzDrJQdhKLzCC94n-wVTMwmia0BIJjcRZwXDHr8pkGLaGkRyBn80SBtBdWdFxsQvOSN-1wrb1kad3ohWVnUpITYJyNUF5PYFABFUmElofmAcoVZ0ylnOSgm_2iUKx-1.png?width=622&height=246&name=AD_4nXdbp6A8IhA6Eyhcy6WzPtzDrJQdhKLzCC94n-wVTMwmia0BIJjcRZwXDHr8pkGLaGkRyBn80SBtBdWdFxsQvOSN-1wrb1kad3ohWVnUpITYJyNUF5PYFABFUmElofmAcoVZ0ylnOSgm_2iUKx-1.png) 2. The individual's name and email. If the homeowner is the person on the utility bill, this information will auto-fill. ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/AD_4nXd1ynbeHSUBNqz_U6VENlA6bH2ws84EDf4JYCmDmK8RVxgIgRS3poBwyoQUwVOjPZ1nu9Byy4AVEeZJ7WppIsdskw9uHv7V6WZnznTkkxSo0OqvXkE5ijTqod1zmrXEIAuHWGKJJU6xNChHpt-1.png?width=670&height=317&name=AD_4nXd1ynbeHSUBNqz_U6VENlA6bH2ws84EDf4JYCmDmK8RVxgIgRS3poBwyoQUwVOjPZ1nu9Byy4AVEeZJ7WppIsdskw9uHv7V6WZnznTkkxSo0OqvXkE5ijTqod1zmrXEIAuHWGKJJU6xNChHpt-1.png) 4. The Utility Account Number and Meter Number are optional fields. ![Screenshot 2025-08-13 at 1.41.21 PM](https://help.gosolo.io/hs-fs/hubfs/Screenshot%202025-08-13%20at%201.41.21%20PM.png?width=586&height=280&name=Screenshot%202025-08-13%20at%201.41.21%20PM.png) 5. Select the proposal for which you’d like to request documents. This field will display proposals by ID:![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/AD_4nXfTpcmKzSKAO8mJWLyDndJqaeqZmEB2WkmfBs-dCkezOx5CO0vfrdCa-UFv2Fjwkn4JU6GUBYiG_NmQop4Pe6DjUKkkiuErp5UmiohY3yERjcshtMKBXMAjZ2j2ak0KXWcTnenLzg3a5SWFCO-1.png?width=670&height=316&name=AD_4nXfTpcmKzSKAO8mJWLyDndJqaeqZmEB2WkmfBs-dCkezOx5CO0vfrdCa-UFv2Fjwkn4JU6GUBYiG_NmQop4Pe6DjUKkkiuErp5UmiohY3yERjcshtMKBXMAjZ2j2ak0KXWcTnenLzg3a5SWFCO-1.png) 6. If there is a co-applicant, check off the "Co-applicant" option.  1. For the co-applicant, you will need the first name, last name, and email address. ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/AD_4nXcsziN1lkiBjq9Ccn2VXSq4VEbj6_n2IGqEwlBAJIh6whEItymprpat4NkyYnlhI9z2XmcsxloAiTaV-wdHfx1pLPVR2tK81QEmikMGkES-MXyeXVHHw00vqSfKP0FMqJd7zeUKmNpeRwXC6V-1.png?width=622&height=246&name=AD_4nXcsziN1lkiBjq9Ccn2VXSq4VEbj6_n2IGqEwlBAJIh6whEItymprpat4NkyYnlhI9z2XmcsxloAiTaV-wdHfx1pLPVR2tK81QEmikMGkES-MXyeXVHHw00vqSfKP0FMqJd7zeUKmNpeRwXC6V-1.png) 7. If you are with the homeowner and want to sign in-person, from a single device, click “Sign In Person”.  1. When this is selected, **the documents will not be sent to those in the signing order**. Instead, documents will be available to sign from the Solo Customer Information Page. Learn more [HERE](https://help.gosolo.io/requesting-sign-in-person-documents?hsLang=en). ![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/AD_4nXeAHE16xUj4mK3xvmVpFmCEaDbDBLjcptWM7LCsBaZTBy1k5uh2XclI8K6autJjwGk9MeqHvDcoyXJl11Tv5Y0qxpsucJ-xS9BhWtCrV-4MRX5jDKNiwz6t860EObRC4K8wrPyggnEQWsMj6X-1.png?width=622&height=246&name=AD_4nXeAHE16xUj4mK3xvmVpFmCEaDbDBLjcptWM7LCsBaZTBy1k5uh2XclI8K6autJjwGk9MeqHvDcoyXJl11Tv5Y0qxpsucJ-xS9BhWtCrV-4MRX5jDKNiwz6t860EObRC4K8wrPyggnEQWsMj6X-1.png) 8. Once all information is entered, select "Request Docs". ![](https://help.gosolo.io/hubfs/Knowledge%20Base%20Import/AD_4nXd5blFZM792FKHtGKleG2Qr-j4JZLUHd8f1FklMZ8Ha6kVOfTYQUt0mokWsXcADJUZvS3p1HZtczV2xo5k4aD1JE-suRLGyiOljGptXwqaeFHRWyzGOEp9rTCJbXTEJ_jemiPnTeDSD0Fj7gP-1.png)   --- ### From the Proposal 1. Open the proposal sidebar using the hamburger menu in the top right, then click **Docs Request**.  ![Sidebar\_DocsRequest\_VID-ezgif.com-video-to-gif-converter](https://help.gosolo.io/hs-fs/hubfs/Sidebar_DocsRequest_VID-ezgif.com-video-to-gif-converter.gif?width=513&height=384&name=Sidebar_DocsRequest_VID-ezgif.com-video-to-gif-converter.gif) 2. A popup will appear allowing you to fill out the request. To fill out a request, the following information is required: 1. The individual whose name is on the utility bill's status(Home owner, co-applicant, or utility account holder). ![547-Nov-15-2024-09-44-54-8929-PM-2](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-15-2024-09-44-54-8929-PM-2.png?width=427&height=430&name=547-Nov-15-2024-09-44-54-8929-PM-2.png) 2. The individual's name and email. ![547-Nov-15-2024-09-44-51-7585-PM-2](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-15-2024-09-44-51-7585-PM-2.png?width=439&height=442&name=547-Nov-15-2024-09-44-51-7585-PM-2.png) 3. Select the Install Partner for the request (tap the carat and select the Install Partner from the drop-down menu). ![547-Nov-15-2024-09-44-53-3636-PM-2](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-15-2024-09-44-53-3636-PM-2.gif?width=600&height=333&name=547-Nov-15-2024-09-44-53-3636-PM-2.gif) 4. The Utility Account Number and Meter Number are optional fields. ![DocsRequest\_Utility&MeterNumbers](https://help.gosolo.io/hs-fs/hubfs/DocsRequest_Utility%26MeterNumbers.png?width=274&height=262&name=DocsRequest_Utility%26MeterNumbers.png) 5. If you there is a co-applicant, check off the **Co-applicant** option. 1. For the co-applicant, you will need the first name, last name, and email address.  ![547-Nov-15-2024-09-44-55-9732-PM-2](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-15-2024-09-44-55-9732-PM-2.png?width=553&height=376&name=547-Nov-15-2024-09-44-55-9732-PM-2.png) 6. Once all information is entered, select "Request Docs". **Please note**: To request docs to sign in person, docs must be requested from the customer information page. Learn more [HERE](https://help.gosolo.io/requesting-sign-in-person-documents?hsLang=en).    [Try it out!](https://app.teamwalnut.com/player/?demoId=baa0ddfd-b2e6-4d24-9c00-63fd24c3e0c1&screenId=e5bcd0ed-c607-45ee-8a71-a449f40b96c0&showGuide=true&showGuidesToolbar=false&showHotspots=true&source=unknown) --- ### Watch How to Send Closing Documents from the Solo Proposal - [Getting Started with Solo](https://help.gosolo.io/getting-started-with-solo?hsLang=en) - [Users & Permissions](https://help.gosolo.io/users-permissions?hsLang=en#main-content) - [Your Account](https://help.gosolo.io/users-permissions?hsLang=en#your-account) - [Managing Users](https://help.gosolo.io/users-permissions?hsLang=en#managing-users) - [User Permissions](https://help.gosolo.io/users-permissions?hsLang=en#user-permissions) - [Customer Management](https://help.gosolo.io/customer-management?hsLang=en) - [Solo Studio](https://help.gosolo.io/solo-studio?hsLang=en#main-content) - [DirectDesign](https://help.gosolo.io/solo-studio?hsLang=en#directdesign) - 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