Sending for Signature
How to send documents out for electronic signatures.
Sending a Document
After placing all signature fields, click the Send for Signature button. You will be prompted to:
- Confirm Recipients — Review the list of people who need to sign. Recipients are automatically populated from the people assigned to signature fields.
- Set Signing Order (optional) — Specify the order in which signers should sign. If enabled, each signer receives their request only after the previous signer completes.
- Add a Message — Write a custom message that will be included in the signature request email.
- Click Send to distribute the signature requests.
Each recipient receives an email with a secure link to view and sign the document.
Tracking Signature Status
After sending, you can track the status of each signer:
- Pending — The request has been sent but not yet viewed.
- Viewed — The recipient has opened the signing link.
- Signed — The recipient has completed all their fields.
- Declined — The recipient declined to sign.
- Expired — The signing link has expired.