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How can I send a signature request?

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How can I send a signature request?

The Request Signature tool allows you to prepare a document and send it out for e-signing to multiple recipients. To send one, just follow the steps below.

1. Sign in to SIGN.PLUS.

2. Go to Sign.

2. Add the files you would like to send for signature by either clicking on the Upload box or dragging and dropping your files.

You can also place your files in your preferred order. The file on top will be the first part of your document.

4. Click on Request Signature.

5. In the Add Recipients section, do the following:

     • Add Recipient: add the names and email address of the people who need to sign or receive a copy of the document.

     • Add Signing Step: choose the order in which the multiple signers will receive the document (optional).

In the example below, Clara Jones can only sign the document once Sarah Brown and Will Young have signed it.

6. Click on Next.

7. In the Add Fields section, you can select each signer and assign them the fields they should fill out. For this, go to the right-hand editor and do as follows:

  • Under Recipient, click on the down arrow and select a different person to change the signer.
  • Under Fields: click on Signature, Initials, Date, Text, or Checkbox and drop them anywhere on your document.

<span class="info">To assign a specific signature, initial, or text field to a different recipient, you can simply click on the field and choose a different signer on the right-hand editor.</span>

10. Once you have the final version of your document, click on Next and you will be redirected to the Review section, where you will be able to customize any of these aspects of the signature request:

  • The Email Subject
  • The Email Message 
  • The Document Name
  • How frequently to Send Reminders
  • When the Document Expires

11. As soon as you click on Send, your request will be sent to the recipients via email and you will be notified of their next steps.

<span class="info">You can also track the progress of your signature requests in the Documents section of your account, by clicking on the status next to your document.</span>

1. Launch your SIGN.PLUS app.

2. Click on the Sign tab.

3. Click on Request Signature.

4. In the Add Documents section, click on Scan Document or Add File and then on Next.

5. In the Add Recipients section, provide the following information about the recipient:

  • Name: enter the signer’s name.
  • Email: enter the recipient’s email address.
  • Role: select if they Need to Sign or Receive a Copy.

6. Click on Done followed by Next.

7. In the Add Fields section, add and assign to your recipients the fields Signature, Initials, Date, Text, and/or Checkbox.

<span class="info">If you click on them, you have the option to change the style and format of the fields Date, Text, and Checkbox. Simply tap them and a toolbar should appear over the added field</span>

10. Click on Next.

11. In the Review Section, you have the option to customize any of these aspects of the signature request:

  • The Email Subject
  • The Email Message 
  • The Document Name
  • How frequently to Send Reminders
  • When the Document Expires

11. As soon as you click on Send, your request will be sent to the recipients via email and you will be notified of their next steps.

1. Launch your SIGN.PLUS app.

2. Click on the Sign tab.

3. Click on Request Signature

4. In the Add Documents section, click on Scan Document or Add File and then on Next.

5. In the Add Recipients section, provide the following information about the recipient:

  • Name: enter the signer’s name.
  • Email: enter the recipient’s email address.
  • Role: select if they Need to Sign or Receive a Copy.

6. Click on Done and then on Next.

7. In the Add Fields section, add and assign to your recipients the fields Signature, Initials, Date, Text, and/or Checkbox.

<span class="info">If you click on them, you have the option to change the style and format of the fields Date, Text, and Checkbox. Simply tap them and a toolbar should appear over the added field</span>

10. Click on Next.

11. In the Review Section, you have the option to customize any of these aspects of the signature request:

  • The Email Subject
  • The Email Message 
  • The Document Name
  • How frequently to Send Reminders
  • When the Document Expires

12. As soon as you click on Send, your request will be sent to the recipients via email and you will be notified of their next steps.

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