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Sending Envelopes

  • How do I send out a template that I have already setup?
  • Can I send more than one document at a time?
  • Can I send an envelope to multiple parties?
  • Can parties sign the envelope in a certain order?
  • When dragging on signing fields, how do I customise them?
  • Can I copy a party in to an envelope, without having them sign anything?
  • Can I password protect envelopes when they get sent out?
  • Can a party download a PDF copy of the document before signing?
  • What are party roles?
  • How do I enter details on my document before I send it?
  • Adding ‘file upload’ fields to my document
  • Can I restrict parties to selecting only one checkbox?
  • Can I save a personal message?
  • Can I generate a direct URL to the signing page?
  • Can I preview my envelope before I send it?
  • Sending a document: A Step-by-Step Guide
  • How do I edit the email of a party?
  • How do I resend an envelope/send a reminder?
  • Signing a password-protected envelope: A Signer’s perspective
  • How do I remove the envelope password from the email?
  • Can I send an envelope to more than one party?
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