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Send Documents to Contacts - Using SignRequest
Send Documents to Contacts - Using SignRequest

How to send documents using SignRequest

Ginny avatar
Written by Ginny
Updated over a week ago

To send a document to a contact (Terms of Business, MSA, etc) go to Actions and you will see any documents that have been previously sent to the contact using SignRequest, or can press Send New Document to send a new document:

🔥PRO TIP: You can edit the document name before sending out the document

When you send a new document you can then configure the email options. To send using SignRequest, select 'Send SignRequest email only' and choose which email template you’d like to use, setup the document, choose your signatories and select to link the document to a job, and hit send:

Where can I find my documents after I've sent them?

Go to Pay & Bill and select the SignRequest tab, here you can see the status on all of your requests:

Once both parties have signed you will also find the document in the files tab of the Contact and the Job (if you chose to link to a job).

🔥 PRO TIP: You can create different templates using our Document Builder. For more information click HERE

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