Previewing and Sending

This guide covers the final steps of previewing your document and sending it for signature.

Accessing the Preview

Once you’ve added recipients and placed all necessary fields:

1. Look for the “Preview & Send” button in the right sidebar
2. The button will be enabled when:
   • At least one recipient is added
   • The envelope has a title

Note

Validation The “Preview & Send” button is disabled until you have at least one recipient and a valid title. This ensures you don’t accidentally send an incomplete envelope.

The Preview Modal

Clicking “Preview & Send” opens a modal where you can:

1. Review Envelope Title

• The title is displayed at the top
• You can still edit it before sending

2. Choose Sender Name Display

You have two options for how your name appears to recipients:

• Use your personal name - “From: John Smith”
• Use team name (default) - “From: Acme Corporation”

Toggle the checkbox to switch between options.

3. Add a Custom Message (Optional)

• Add a personal message that will appear in the invitation email
• This appears as a quote in the email: “John Smith: ‘Please review and sign this agreement by Friday.’”
• Useful for adding context or urgency

4. Preview the Email

• See exactly what recipients will receive
• The preview shows the full email with:
  • Subject line
  • Sender information
  • Document title
  • Custom message (if added)
  • Secure signature link button

Tip

Review Before Sending Take a moment to review the email preview. This is what your recipients will see, so make sure it looks professional and contains all necessary information.

Sending the Envelope

When you’re ready:

1. Review all information one final time
2. Click the “Send Envelope” button
3. A confirmation will appear
4. You’ll be redirected to the envelope view page

What Recipients Receive

Each recipient will receive an email containing:

• Subject: “Signature Request: [Document Title]”
• From: Your name or team name (as configured)
• Body: Professional email with:
  • Sender information
  • Document title
  • Custom message (if included)
  • Secure link to view and sign the document
• Action Button: “Sign the Document”

Note

Email Delivery Emails are typically delivered within seconds. Recipients should check their inbox (and spam folder) for the signature request.

Email Customization Options

Sender Name Options

• Personal Name: Shows your first and last name
• Team Name: Shows your organization/team name
• Choose based on the context and relationship with recipients

Custom Messages

• Add context about the document
• Include deadlines or urgency
• Provide instructions or next steps
• Keep messages professional and concise

Email Preview

• Always preview before sending
• Check that all information is correct
• Ensure the message is clear and professional
• Verify recipient information

Pre-Send Checklist

Before clicking “Send Envelope”, verify:

Document

• Document title is clear and descriptive
• All required signature fields are placed
• Fields are properly sized and positioned
• No fields overlap with important text

Recipients

• All recipients are added
• Email addresses are correct
• Names are properly formatted
• Signing order is correct (if applicable)

Email Settings

• Sender name is appropriate
• Custom message is professional (if added)
• Email preview looks correct
• All information is accurate

After Sending

Once you’ve sent the envelope:

1. You’ll be redirected to the envelope view page
2. The envelope status will show “Pending” or “In Progress”
3. You can track progress in the Envelopes section
4. Recipients will receive email notifications

Troubleshooting Send Issues

”The Preview & Send button is disabled”

Requirements:

• At least one recipient must be added
• The envelope must have a title
• Check that you’ve completed both of these

”I sent the document but the recipient didn’t receive it”

Troubleshooting:

• Ask recipient to check spam/junk folder
• Verify the email address is correct
• Wait a few minutes for email delivery
• Check the envelope status to confirm it was sent

”I need to make changes after sending”

Important: Once sent, the document cannot be edited to maintain security and integrity.

If changes are needed:

• Create a new envelope with the updated document
• You can delete the original envelope if it hasn’t been signed
• Consider using templates for frequently updated documents

”I want to cancel the signature request”

Options:

• If no one has signed yet, you can delete the envelope
• If some have signed, you may need to contact support
• Consider the legal implications of canceling signed documents

Security Features

• End-to-End Encryption: Documents are encrypted during transmission and storage
• Secure Links: Each recipient gets a unique, secure link to access the document
• Audit Trail: Every action is logged with timestamps
• Tamper-Proof: Completed documents are cryptographically sealed

Next Steps

After sending your document:

1. Track Completion - Monitor the signing process
2. Download Signed Documents - Access completed documents
3. Review Audit Trail - Check the complete signing history

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Document sent successfully! Monitor progress with Tracking Completion.