Sending Documents To Be Signed
Now we are ready to send our document to be signed. If you have not already done so, you can add your signature and initials to the form by clicking “Sign” in the top right corner
When you are ready to send your document to be signed by another party, click on “Send”.
Note: If your settings have Smart Alert Preferences enabled and Docs+ detects any possible errors in the form, such as empty or incomplete fields, you may be notified prior to sending by a “Warnings & Alerts” pop-up window. If you would like to check for errors, click “Go Back”. To proceed, click “Continue”.
Sending for Signature
Sending this offer to your buyer for their signature is easy and can be done whether you are with your client in person or if it must be emailed to them.
- Click the Send button at the top of the page. The Select Docs window opens.
- Click the box next to the name of the document to send.
- Click Continue.
- Use the check box next to the buyer to send the selected documents for signature.
- Select the Recipient(s) by clicking the checkbox and enter an email address if it is not already saved with their contact info. If you need to send to multiple people for signing, you can always establish a signing sequence.
Documents are not sent concurrently, but rather to one recipient at a time, in a sequence established by you. When the first recipient finishes signing, the document will automatically be sent to the next one.
- Scroll down and enter a message instructing the signer to sign the document and any other information you want to convey.
- You can also change the subject line of the email.
- Click Send when you’re ready to share. The recipient will receive an email with a link to open the document in Remine Docs (they do NOT need an account of their own!) or download them as a PDF.
A Documents Confirmation dialog box appears if you have multiple signers indicating that they will be sent sequentially.
What Happens Next
The client receives an email like the example below.
Client clicks the View All Docs button. Remine Docs opens and the documents are presented to be signed. You receive an email letting you know that your client opened the document for signing.
Client clicks the Sign button. The document opens with arrows indicating the signing locations. Signature boxes will automatically be placed, and the client will be able to sign the document in all relevant places to execute the document after they create their signature and initials in the system.
Once the signer(s) has finished signing in all the locations, they click Done. You receive an email indicated your client has signed. A screen appears so your client can Download, view history or audit report.
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