Sending Documents

Once your document is ready with files uploaded, signing fields placed, and signatories invited, you can send it for signature.

Prerequisites

Before sending, make sure:

• At least one file has been uploaded.
• Signing fields have been placed on the document pages.
• At least one signatory has been invited.

Sending a document

1. Open the document.
2. Click Send.
3. Select which invitations to send (you may choose to send to all or specific signatories).
4. Confirm and send.

Each selected signatory receives an email containing:

• The document name and description.
• Your company name and logo.
• A secure link to view and sign the document.

The document status changes from Draft (or Approved) to Sent.

Sequential signing

If you've set a signing order, the send process works differently:

1. Only the first signatory in the sequence receives the signing email.
2. After they sign, the system automatically sends the document to the next signatory.
3. This continues until all signatories have signed.

info

Sequential signing ensures that each signatory sees the document with all previous signatures already in place.

What happens after sending

Once sent:

• The document is locked — you can no longer edit files or signing fields.
• You can track progress to see who has viewed and signed.
• Signatories can sign from any device with a web browser.
• If all signatories sign, the document moves to Completed status automatically.

Cancelling a sent document

If you need to cancel a document after sending:

1. Click Actions > Void.
2. Provide a reason.
3. All signatories are notified that the document has been voided.

To start over, clone the voided document to create a fresh copy.