Try RMail PRE-Crime Services – When you need to send signature requests, you may do so using templates, rules, or by starting a transaction from scratch. For the latter, the individual transactions, follow the steps described below.
You may also watch the videos showing you how to prepare the envelope and how to prepare the documents for signature.
1. Click on the Send option from the top navigation bar. You will be taken to the envelope preparation interface.
2. Attach the applicable files by dragging and dropping the documents you wish to upload onto the whitespace under Attach files, or by clicking on the +Document button.
Note: If the File review setting is enabled, you can select whether the recipient should sign or review the attached file.
3. Populate the recipients table. To add recipients, click on the the +Recipient button. There are three types of roles: signer, CC, or prefill. When selecting CC, additional options may become available, depending on whether the CC options setting is enabled.
Note: You can select what is each recipient's language, if applicable.
If the Enable Sending Messages to Mobile setting is enabled, the sender has the flexibility to choose whether to send the signature request via email, SMS, or both.
4. Determine whether recipients should sign in sequence or not by checking the corresponding box, or leaving it unchecked. You can also define a custom sequence by assigning the corresponding number in the order column. In the example below, the first recipient, John Doe, must sign before the remaining recipients receive the signature request. Susan Smith and Peter Jackson will receive the request at the same time.
Note: Read the following article to learn how to request that the signer attach files and send them along with the signed document.
5. Add the message subject and email body, or select an already created message template. Once finished, press on the Next button.
Note: You can select and add an already created signature to your message. Learn how to create message signatures here.
6. Prepare the document by dragging and dropping the fillable control fields onto the desired location.
7. Once finished, click on the Send button.
Note: You can review the sent envelope details in the Envelopes page.
Videos
How to prepare the envelope
How to prepare the documents for signature with the Classic Sender interface
To learn more about Advanced Control Fields, click here.