Review and Send Document(s)

At this last Manage > Review & Send stage, you can review/change/set up information before sending your for signature.

  1. In the Review & Send pane:

    1. Click the drop-down arrow next to the number of documents included in the envelope, and download them if you wish.

    2. Click the Envelope Category textbox, and select relevant tag(s).

    3. Click the Envelope Description textbox, and enter any details.

    4. Click the Attach supporting documents link, then click the Choose File from PC icon to navigate to and attach any other documents (e.g., cover letter, receipts, etc.; up to 10 attachments).

  2. In the Signers pane:

    • To password-protect the document for any signer:

      1. Click the Password Protect icon next to their name.

      2. In the Set Password Protect dialog: Enter an alpha-numeric password the signer will be required to use before they can access the document, check the Send via Email box, then click Save. (The Signers pane refreshes with a green Password Protect icon.)

    • To location-bind a signer:

      1. Click the Set User’s Location pin next to their name.

        • If a map appears, proceed to step b. below.

        • If a system message about enabling your location appears, see the IMPORTANT! note below.

      2. See Appendix A: Location Binding for instructions.

    • To send a private message to a signer(s): Click the private-message icon, type your message (100 characters, max) in the Add Private Message dialog; then click Save Message. (A confirmation message appears at the top of the page.)

  3. Then—to continue on the Manage > Review & Send page:

  4. Now, click the Close or Finish button in the top-right corner of the Review & Send page.

    If you click:

    • Finish – The Envelope Details page appears (see Appendix B: The Envelope Details Page—and your envelope now appears on the Manage > Sent page where you can:

    • Close – Then, at the Warning prompt, click either:

      • The Exit link, to return to your dashboard without saving the draft.

      • Or, the Save as Draft button. The document will be stored on the Documents > Drafts page (and when you next log in, click the Continue on Draft button in the Recent Drafts tile [see further below] on your dashboard).

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