How do I send documents for signature?
To send a document for signature, click Invite to Sign from the document list (if the document is already set up) or while managing the document in editing mode.
In the Manage Recipients panel on the left or on the Invite page, add your recipients, adjust invite settings, and send the document. Before sending, make sure all required fillable fields have been added for each signer.
How do I send a document for signing in bulk?
To send documents to multiple recipients at once using Bulk Invite, follow these steps:
Create a template and prepare your recipient list.
Open the template and add signing roles by clicking a field, selecting Add Role, and assigning it.
Click Done in the upper-right corner.
Hover over the template, click More, and select Edit Signing Order.
Enter an email address for each role, set the signing order, and click Save Signers.
Hover over the template again, click More, and select Bulk Invite.
Add recipient emails manually or upload them using a CSV file.
Enter a name for the completed documents.
Select a folder for storing signed documents.
Click Send Bulk Invites.
How do I send a document to multiple recipients as separate copies?
If you want to distribute the same form to multiple recipients—each receiving and signing their own copy—you can use an Invite Link.
First, convert your document into a template using the Make Template option. Then, click Invite Link next to the form in your Templates folder and share the link with your recipients. Each signer will complete an individual copy, and all signed documents will be saved to your account.
How do I send a freeform invite?
A Freeform Invite allows you to send a document without predefined fields. The signer can add fields manually and sign anywhere on the document.
To send a freeform invite, locate your document, click the action button on the right, and select Freeform Invite. Enter the signer’s information, customize your message if needed, and click Send Invite.
How do I send multiple documents for signing with one click?
When you upload multiple documents at once, SignNow automatically combines them into a Document Group. You can also add more documents to an existing file by opening it in editing mode and selecting Add additional documents from the page management panel on the right.
How can I track the status of my eSignatures?
You can track document status using the Quick Access folder, which allows you to filter documents by status such as draft, pending, or signed.
For more detailed insights and analytics, visit the Reports section in your SignNow account.