Sending your Signing

Sending your Signing

Send signing invitations to participants when you are finished creating the signing, including adding participants, documents, forms, signing fields, and markups.  Invitations are sent to the email address associated with a participant. When sending a signing, you can use an automatically generated email invitation, and you can customize the email message for one or more participants. 

After the invitation is sent, the status of the signing is updated from DRAFT to SENT, and the participants receive the invitations via email, either in the order you specified when you added participants to the signing or all at once, if no order was specified. 

 

Before you begin 

You must have an existing signing in the DRAFT status with at least one document or form, and either at least one participant (of any type), or, if only you need to sign, at least one signer action for the Myself participant. Each signer-type participant must also have at least one signer action. 

Steps 

  1. 1) In the create signing page, in the header bar, click NEXT. The Finalize Signing Setup popup opens.  




  1. 2) In the Expiration and Reminders section, use the calendar menu to set an expiry date for the signing. 

  1. 3) If you need to send signing reminders to the participants, use the dropdowns in the reminder area to select how often and at what time of day they are sent. 

  1. 4) To customize the signing invitation email for one or more participants, do the following: 

  1. a) Click CUSTOMIZE INVITES. 
    The Customize invitation email popup opens. 




  1. b) To update a participant's email address, enter a new one in the corresponding field. 
    Note: If they are a contact, this will not update their email in your Contacts list. 

  1. c) To enter a new custom message for a participant, do the following: 

  1. i. Enter the subject line for the email in the Subject field. 

  1. ii. Enter the body of the email in the Message field. 

  1. iii. To save the custom message so that you can reuse it in future signings, do the following: 

  1. Click Save Message. 
    The Custom Message Editor popup opens. 




  1. B. In the Custom Message Name field, enter a name that enables you to recognize the purpose of the message. 

  1. C. Click SAVE & EXIT. 

  1. d) To apply a custom message that you created previously, do the following: 

  1. i. Click Import Message. The Import Custom Message popup opens.



  3.  

  1. ii. Locate the message you need to use and click IMPORT. Note: To import the message for all non-CC-type participants, check Import message to all recipients before clicking IMPORT. 

  1. 9. Click SAVE. Note: Any participants without customized email invite messages receive the system-generated message only.  

  1. 5. Click SEND. 
    The signing email invitation is sent to the specified recipients, and the status of the signing is updated to SENT. 


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