Sending Documents for Signature

What this does

Sending a signing request emails each recipient a link to view and sign the document in their browser.

When to use it

Send once you've placed all signature fields and confirmed the recipients are correct.

Step by step

1. Open the signing request
2. Review the document and field placement
3. Add an optional Message that recipients will see in the email
4. Click Send
5. Each recipient receives an email with a secure signing link
6. Track progress from the request detail page:
   • Sent — email delivered
   • Viewed — recipient opened the document
   • Signed — signature completed
   • Completed — all recipients have signed

Tips

• Recipients can sign from any device — desktop, tablet, or phone
• You can send reminders to recipients who haven't signed yet
• Once all parties have signed, everyone receives a copy of the completed document
• You can void a request before all signatures are collected if needed