3 - Sign and manage the document

Quick Guide tutorial step 3

After you:

• 1 - Start a new signing process
• 2 - Add signature boxes and send

What happens next?

After you click Send, you will see the status screen, where you can track each step of the signing process (or click Withdraw to cancel the process):

Signing invitations are sent to the two signing parties by email (the default method, but you can choose other methods like SMS). There are also options that let you:

• set which party receives the invitation and signs first
• allow a party to view the document only but not sign
• require the parties to authenticate themselves
• add attachments to your document
• require that the parties open an attachment or provide information (by default they are only required to sign)
• and more

The signing parties sign by opening their invitation and following the instructions.

After all parties sign:

• The document will be securely stored in your E-archive, where you can always access it.
• The document status will change to Signed in your E-archive.
• The signing parties will receive a confirmation email and be able to download the completed document.

What else can I do?

Learn how to customize your signing experience, including how to:

• add your branding
• set the signing order
• set the invitation method
• set a party to view the document only but not sign
• set the language of the interface and messages
• add attachments
• require that the parties fill in information or provide attachments (by default they are only required to sign)
• create workflow templates
• add custom invitation and confirmation messages
• set security to authenticate your signing and viewing parties
• manage your account
• manage your documents
• and more