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:

  1. Confirm Recipients — Review the list of people who need to sign. Recipients are automatically populated from the people assigned to signature fields.
  2. 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.
  3. Add a Message — Write a custom message that will be included in the signature request email.
  4. 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.