Sending for Signature

Sending documents to signers: inviting via email, SMS, or shareable link; configuring multiple signers and signing order; bulk sending; pre-filling fields; setting expiration dates; resending and cancelling invitations.

5 articles

How to send a document to multiple signers with a specific signing order

Add multiple recipients to a submission and control whether they sign sequentially or simultaneously.

5 steps Sending for Signature

How to send a document via SMS instead of email

Enter a phone number instead of an email address so the recipient gets the signing link as a text message.

3 steps Sending for Signature

How to bulk-send a document to a list of recipients at once

Send the same document to many people at once by pasting emails, adding recipients individually, or uploading a CSV list.

5 steps Sending for Signature

How to set an expiration date on a signing request

Configure a default deadline for signing requests so links automatically expire and requests close after the specified period.

4 steps Sending for Signature

How to resend a signing invitation to a recipient

Resend the invitation email to a recipient who hasn't completed their document.

3 steps Sending for Signature