Previewing and Sending

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

1. Access the Preview

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

   • Look for the “Preview & Send” button in the right sidebar
   • 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.

2. Review Settings Before Sending

   Click “Preview & Send” to open the preview modal where you can review and customize your envelope before sending.

   Review Envelope Title

   • The title is displayed at the top of the preview modal
   • You can still edit it before sending if needed

   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

   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

   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.

3. Send the Envelope

   When you’re ready:

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

4. 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.

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

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.