Send for Signature

Send your envelope and manage the signing request.

Before Sending

Preview

Review the envelope before sending:

1. Click Preview
2. Check document appearance
3. Verify field placements
4. Test as each signer

Validate

Ensure everything is configured:

• ✅ All signers have valid emails
• ✅ All required fields are placed
• ✅ Expiration is set appropriately
• ✅ Message is included

Sending

Send Now

1. Review the envelope
2. Click Send
3. Confirm sending
4. Signers receive email notifications

Schedule Send

Send at a specific time:

1. Click Send → Schedule
2. Select date and time
3. Confirm scheduling
4. Envelope sends automatically

Save as Draft

Not ready to send:

1. Click Save Draft
2. Return later to complete
3. Find in E-Sign → Drafts

After Sending

Email Notifications

Signers receive:

• Invitation email with your message
• Link to signing page
• Instructions to complete

Tracking

Monitor progress:

• Go to E-Sign → Sent
• View envelope status
• See which signers have completed

Managing Sent Envelopes

Resend

If a signer didn’t receive the email:

1. Open the envelope
2. Find the signer
3. Click Resend
4. New email is sent

Remind

Send a reminder:

1. Open the envelope
2. Find the signer
3. Click Send Reminder
4. Reminder email is sent

Void

Cancel the envelope:

1. Open the envelope
2. Click Void
3. Enter reason (optional)
4. Confirm voiding

Correct

Fix errors in a sent envelope:

1. Open the envelope
2. Click Correct
3. Make changes
4. Resend to signers

Troubleshooting

Signer Didn’t Receive Email

• Check spam/junk folder
• Verify email address is correct
• Resend the invitation
• Check corporate email filters

Signer Can’t Access

• Verify they’re using the correct email
• Check if access code was entered correctly
• Ensure link hasn’t expired
• Resend with a new link

Next Steps

• Track Status - Monitor signing progress after sending
• Reminders - Follow up with signers who haven’t signed
• Signing Experience - Understand what signers see
• Send for Signature Tutorial - Step-by-step walkthrough