Try RMail PRE-Crime Services – Within the RSign tab, there are several actions available for the attached document.
1. Choose the action you wish to apply to the document:
- Prepare a document for signature: This option will open RSign in your browser with your document ready to prepare. Customize the e-signature workflow, security configurations, add a subject line and message body, and add signature, name, date stamps, radio buttons, and other input fields. To learn more please refer to articles on Preparing and Sending Signature Requests.
- Create a template or rule: This option will open RSign in your browser with your document ready to prepare, except it will open in the Templates tab. This way you can prepare the document once, and save, reuse, and share it to save time in the future. To learn more read these articles about creating templates and rules.
- Send document as a template or rule: It allows you to select from a library of personal and shared templates or rules. Add signers and make any desired changes to the subject line and message body. The document will be sent for e-signature without ever leaving the RPostOne interface.
- Add to draft: this option will add the document to a current envelope or previous draft you were working on.
2. Click on Send to RSign to continue with preparation process in RSign.
Note: You will receive a notification of the actions taken by the recipient, if the corresponding options were chosen in the settings. By clicking on the envelope's name, you will be taken to the RSign page to view more details about the transaction.