How to send a document for signature to several people?
It is possible to send a document in PDF format to be signed to several people.
On your administrator area:
- Click on the Signatures tab
- Click on the Create a multiple signature button
- Enter the email address of the user concerned
- Their information such as their name, first name and phone number are automatically filled in
- Click on the Save button
- Repeat these steps for each user who needs to sign the document
- Choose the order in which users should sign the document. Hold the left mouse button then move the user's block to the desired place.
- Click on the Next button
- Fill in the document to sign
- Give a name to the signature and click on the Finish button
An email is sent to the signatories of the document to inform them that they have a document awaiting signature.
In your administrator area, the document to sign appears in the Signatures section.
- Click on the Signatures tab
- Click on the Other tab
Signers have access to the document to be signed on their user interface.
- Click on the Profile button
- Click on the Signatures tab