Sending documents for eSignatures
- 16 Aug 2022
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Sending documents for eSignatures
- Updated on 16 Aug 2022
- 1 Minute to read
- Print
- DarkLight
- PDF
Article Summary
With Revv, it is simple to send your documents to customers and get them closed with an eSignature. To send your document to a customer for capturing the customer's signature using Revv:
- Log in to Revv by using our credentials.
- On the Documents page, click on the document you want to send for eSignatures.
- In the document editor, drag and drop the eSignature block onto the document or click the plus icon when you hover over your document.
- Enter the signer's email ID or you can select a previously-used email ID by clicking the dropdown button.
- If you are entering a new email ID, then enter the first name and last name.
- Click Add contact.
- If you want to add another signer, click add another signer.
- If you want to include the signer's name and signed date, mark and enable those fields on the right page. These fields will be displayed on the document.
- Now, to share the document with the signer, click e-Sign.
- On the Signer details window, check the details of the signer. Here, you are sending the document to Edward for his eSignature.
- Click Send for eSign.
- Your document is sent to your signer for recording the signature. You can change the status of the document by selecting the status from the list.
- Click Done.
The document is locked now, and your document is sent to your signer for recording the signature.
To sign on a Revv document:
The signers will receive an e-mail with the same request.
- Check your email and click on Revv's Sign document link. The document is opened.
- Review the document and sign on the document (within the specified document block)
- Click Accept & Sign.
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