Send a document to sign

Sending asks someone to sign a document you already saved as a template. Open Signature Template, Signature Request, and Signature Envelope under Digital Signatures.

1. Open Signature Template and confirm the template exists and is active. Title, Document Type, and Template Type are required on a template. Document Type is Offer Letter, Employment Contract, NDA, Policy Acknowledgment, or Other. Template Type is PDF Upload or HTML Template.
2. Open Signature Request. Click New Signature Request. The page says “Save the request before sending the signing link.”
3. Choose Signature Template. Enter Signer Name and Signer Email. Those are required. Click Create Signature Request.
4. Click Send for Signature.

For more than one signer, open Signature Envelope. Choose Signature Template. Set Routing to Parallel or Sequential. Under Signers, click Add Row and enter Name, Email, and Role. Those three are required on the row. Click Create Signature Envelope, then Send for Signature.

You can also start a request from the employee. Open Connections, then Documents, then the + on Signature requests.

What you should see

A new request says “Signature Request created.” Status is Draft. Send for Signature shows Sending…, then “Signature request sent.” Status becomes Sent. While status is Sent or Viewed, the button is Resend link. It is hidden when status is Signed.

An envelope uses Resend links when status is Sent or Partially Signed. Envelope status can be Draft, Sent, Partially Signed, Fully Executed, Expired, or Cancelled.

If something looks wrong

Create Signature Request names Signature Template, Signer Name, or Signer Email when one is empty.

Send for Signature is not on a new unsaved request. Create it first. “Send failed” means the link was not sent. Status stays where it was. Click Send for Signature or Resend link again.

An empty request list uses New Signature Request.