FormFiller – How to Send a Document Template for signing

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In this article we will show you how to send document templates for signing

Step 1. Choose your document template(s)

Click ‘Start Secured Signing’ button in the object it relates to.

In the Secured Signing pop-up choose FormFiller

FormFiller to send template

Select the template or templates in the dropdown list you wish to send for signing. Click Start Sending.

select template

Note: If you are not the template owner, you will only see templates which have been shared with you. If you cannot see a template, contact your system admin.

Preview the template

Click ‘Next’

Step 2. Confirm the signing workflow
Invitation workflow Secured Signing

Here, you can:
1.Set a signing due date / time;
2.Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)
3.Review the details of the invitees.
4.Click Send button to send out the invitation and start the signing process! 

Additional Workflow Features

Some additional workflow features includes:
Edit Invitation Email

Edit Invitation Email

Add personal messages, edit the subject line to send with the invitation emails,or select email template from the list 

Add Attachments

Add document / flyer files/ handbook/ terms & conditions as attachments to send with the invitation emails. These are documents that do not require signing. Adding attachments to email invitation has no extra cost.

Review Before Signing

Tick this function if you want the invitee to read through the document fully before they are able to sign. This will add an action to the audit log.

Note: To enable different workflow options, you need to activate them first in your Secured Signing Account Settings. In Secured Signing, go to ‘My Account’ -> My Settings to enable the different workflow features.

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