Follow these steps to send a document that requires a signature:
- Access the E-Signature Module
The module is located in the navigation bar on the left side of your screen under Documents > Electronic Signature. - Click the Send a Document button at the top right of the page
A window will open allowing you to choose the document type and the signers. - Choose the type of document to be sent
Two options are available: single signature or mass sending.
To learn the difference between the two, consult the article here: E-sign documents and mass mailing. - Click Next Step
Only once the sending type and the signers have been added can you proceed to the next step.
Depending on the sending type, additional steps may be required.
When completed, a confirmation window will appear with the message Sending successful.
⚠️ Attention: If you receive an error message or if the document has an error status, consult the article What to do when an error is detected when sending a document?