Step 4: Sending Document(s)

On this screen, you can add the name of the document and the note you would like participants to receive as well as anyone that needs to receive just a copy of the final document (CC.). Also, you can set any automatic reminders you would like to go to signers (daily or weekly), and set an optional password that will be required before viewing the document or downloading the document.


Finally, all you have to do is click "Send” and your document is on the way to the signer! If there are multiple participants the document will be sent to the first participant to complete prior to being delivered to the second participant. You can also “Save” the document and send later.

Was this article helpful?
8 out of 12 found this helpful