Send a document for signature
Send a completed Sign letter, test the signer flow yourself, or upload a PDF from outside the library.
Source reviewed Product documentation
On a completed letter, choose Send a test to me to check the signer page first. The test goes only to your own address, is marked as a test, and is not filed against a client. When the terms and signers are right, choose Send for signature. For several signers, the button names how many people will receive it.
After sending, Sign says whether the email went out. If it did not, Copy signing link gives you the link to send yourself. Open View sent letters to follow the request.
Already have a PDF? In Sent, choose Upload your own PDF. Select the client or use Send a test to myself, enter the signer, then Preview PDF. Check I reviewed this exact document and the terms are right for my practice. before Send for signature becomes available. The preview is tied to that exact file and recipient selection, so a change requires another review.
The recipient follows the highlighted fields on their signing page and chooses Finish. A signed copy and audit trail are kept with the request; once all required people have signed, they can receive the signed copy.