This activity is used to send a document file for e-signatures from the
attachment panel. You only need to define the recipient/s of the document
file, a subject and a message to send it. In addition, you can use the send
options listed
down below.
Sequential signing - recipients will receive and
sign the document in the order that their e-mail addresses were entered.
If not, all the recipients will receive the document at the same time
and can sign in any order.
Set Reminder - reminders can be configured for one
of the following iterations: every day, every week, every business day,
every other day, every third day and everything fifth day.
Set Completion Deadline – the deadline expires the
transaction after the defined number of days.
Preview and add signature fields – the document
file will be opened with Adobe Acrobat where you can add fields
(signature, date, signer name, initials, etc.) for your recipient/s to
interact with.
Note: Multiple e-mail addresses must be separated with a
semicolon character (;).
As a result of this activity, the document revision receives the Out for E-Sign status and an email is sent to your recipient/s that includes a link to the document file, enabling their action for e-signing. Once their action is complete, you will be notified by e-mail.
You can view and track the sign status of the document revision you have sent out for e-signing from the My E-Sign Documents page