Sending a Document for Signature

Modified on Wed, 15 Mar 2023 at 06:46 PM

You can send documents for signature with any of our Signeasy subscription plans.


How Do I Request a Signature?

  • From your dashboard, click on Send for Signature or select Send for Signature on the specific document to be sent:


    a)




          b)


  • Add the recipient’s name, email address, and an optional message.

  • Adding multiple recipients automatically enables setting a signing order by selecting the Set Signing Order box. To change the recipient order, drag the order icon up or down


  • You can also request attachments from the signer by clicking on the vertical ellipsis and selecting Request Attachments:
  • You can request up to ten attachments from the signer that can be mandatory or optional: Please note: the following formats are supported: .pdf, .jpg, .xls, .doc, .docx, .xlsx | Size limit: 2MB per file


  • Select Send without Fields or Add Fields to add document fields to specify the location for signature


Send copies of completed/signed documents by entering one, or multiple email adresses individually on each box field.



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