How To Send a Document
In the navbar, click on the to go to the Send page (see step 1 below). For Bulk Send, please look at this article.
Using the dropdown menu, select a document to send (see steps 2 & 3 below). Edit the title if needed, then click the blue Add document button.
Alternatively, if you've just finished setting up a document on the xEdit page, click the green banner above the document preview, labelled 'Valid - Click here to send' (see below).
Once your document has been added, enter the recipient's details, i.e. their name and email.
Additional options:
| Icon | Name | Description |
|---|---|---|
| Personal message | Add a customised personal message to the email inviting a Party to sign a document. | |
| SMS verification | If using 2FA signing add the recipient's phone number. | |
| Get approved after signing | Add an Approver for a given Party. | |
| Static email attachments | Add an attachment to the notification email inviting the Party to sign. | |
| Automated email reminders | Set up a reminder schedule for recipients, to be repeated until they've signed. | |
| CC to | Notify and send a copy of the fully signed document to a third party.
(+ Sign Link: Send the initial signing link to a group. Just one needs to sign, once signed the rest are notified that the document is signed and closed.) |
|
| Expires | Set an expiry date for the document to be signed within. |
Finally, the dropdown menu at the very right (see below) allows the Sender to configure Signer Experiences on a per Party level.
Once all recipient details have been entered, click the green Final Step - Create & Send button, and again to confirm, to distribute your document and wait for the signatures to arrive.
Linked articles
- One-click bulk send PDF for mass signing
- Edit or Change a Document's Title
- Prepare a template - the xEdit Page
- Create Saved Email Messages
- Two-Factor Authentication Settings for eWitnessing
- Defining Party-Approvers
- How to add static email attachments to notification emails
- How to create reminder schedules
- How to apply different languages for signers
- How to batch documents into an envelope and enforce order
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