Can the signer be sent a draft copy of the document to review?
Yes. On Legalesign there are numerous email options to cover almost every conceivable circumstance.
An admin user will need to set the team default, or custom signer experiences for different situations. Go to Admin > Signing experience > Email options and tick the tick box labelled ‘Attached PDF to first signer email and reminder’. Save changes before leaving the page.
To learn about other email and pdf attachment situations review these links: all signed documents for the team can be CC'd to one or more emails, you can associate a 'reviewer' with a particular signer to received a CC copy, or export out all signed docs to Sharepoint.
How send a draft copy to review for a signer - watch on Youtube
Linked articles
Search Articles
Top articles in Emails
- Receive signed documents by email
- Can a signer forward the document to someone else to sign
- How to add static email attachments to notification emails
- Set emails to go to signers sequentially, or at the same time.
- Use a personal email account or your own SMTP server
- Send a reminder (or new link) to a signer
- How to change email subject lines
- Set the notification emails when a document is signed (including attachments)
- CC email a copy of all signed documents
- Brand your email notifications and add your logo