Done Document

Single Document #

In this window you will see a summary and you can check everything again.

1. “Send a comment” – here you can enter a comment on the document, which will be displayed to the signers.
2. “Send finished document to signers” – click here for instructions
3. “Save as template” – click here for instructions
4. “Fill out the document” – click here for instructions
5. Here you can see the order of signers.
6. This is where the due date is displayed.
7. Send the document for signature.

Does everything fit? If not, you can always go back to the point where you want to change something.

Multiple documents #

1. “Send a comment” – here you can enter a comment on the document, which will be displayed to the signers.
2. “Send finished document to signers” – click here for instructions
3. Here you can see the order of signers.
4. This is where the due date is displayed.
5. Send the document for signature.

More options #

On the right side you will find options for sending the document.

1. Comment: here you have the possibility to show a short comment to the signatory.
2. Template: Documents can be saved as templates. Click here for the instructions.
3. Fill out documents: This tells the software that it is a fillable PDF form. Click here for the instructions.
4. Send: Click here for the instructions.
5. Siganturlink: Click here for the instructions.
6. Handwritten signature: This displays a field at the time of signing where the signer can enter their handwritten signature.
7. Provide portal: this allows you to decide whether or not to post an issue in the client portal. You can find more information about the portal here.
8. Forwarding: Click here for the instructions.

Send finished document to signers #

With this feature, you can prevent fully signed documents from being automatically sent to the signer. This allows you to prevent particularly sensitive documents from being emailed to the signer.