How do I send a document for e-signature?
- Updated On 23 Dec 2020
- 1 Minute To Read
Legally binding e-signatures provide enhanced security and save your time and effort in today's business environment. Once the document is created and reviewed, you can send it to your customers to get it e-signed.
To send your documents to your customers, follow these steps:
Log in to Revv by using your credentials.
In the Documents section, select a document that you want to send your customers for e-signatures.
Drag and drop the signature block under the document blocks to your document where you want to add it.
You can also click the plus symbol on your document to add the signature block to your document.
Hover over the signer signature's block and click Assign signer.
Now, the Signature block section appears on the right side of your screen. Enter the email ID of the signer.
Or, you can also click the dropdown icon that is available in the email field to view and select the details of your previously-added signer. In this case, the email ID, first name, and last name of the signer are automatically added.
Click Send for eSign.
You have successfully sent your documents to your recipients.
Now, you can change the status of your document by selecting the status from the list. The various statuses of documents are Draft, Internal Approval, Sent, Completed, and Declined.