20423 State Road 7, Boca Raton, FL 33498, United States
+1 (844) 270-9202

Sending documents

How to send a document

To send a document or template, follow the steps below and the accompanied screenshots for illustration.

Note: The first 2 steps of sending a document are the same process steps for adding a document or template.

  • Step 1 – Select new document
  • Step 2 – Add partner(s) to the document
  • Step 3 – Assign the order of the workflow process for the document

  • Step 4 – Assign roles for all parties
  • Step 5 – Place signature location(s) on document
  • Step 6 – Send document for review, approval and signature

How to retract a document

To retract a document or template, follow the steps below and the accompanied screenshots for illustration.

Note: A document can only be retracted prior to any signature being placed on the document. Only the document owner can retract.

  • Step 1 – Click on “Waiting for your signature”
  • Step 2 – Locate the document to be retracted
  • Step 3 – Click on the three-dots to the right of document to view options

  • Step 4 – Click on “retract document”
  • Step 5 – A pop-up will appear and it will ask to confirm retraction
  • Step 6 – Confirmation will be sent to your partner(s) that you have retracted the document