A signature request asks one person to sign one template. Open Digital Signatures, then Signature Request.

You need an active signature template with at least one signing field.

Create and send

1. Choose New Signature Request.
2. The hint says Save the request before sending the signing link.
3. Choose Signature Template. Enter Signer Name and Signer Email. These are required. Employee is optional.
4. Status stays blank until the request exists. Choose Create Signature Request.
5. You should see the signer’s name as the title and Signature Request created. Status is Draft.
6. Choose Send for Signature. The button shows Sending… while it runs.

You should see Signature request sent. Status becomes Sent. A read-only link appears. Choose Copy link and you should see Signing link copied. Sent On and Expires On fill in from the template’s expiry days.

The email the signer gets is Please sign with the document title, and the button is Sign document. They follow Signing a document. They do not need an account.

After they open it

• Viewed and First Viewed On mean they opened the link.
• Signed and Signed On mean they submitted. A Signing certificate appears with Signed at, IP address, Timezone, Language, and Location. Location can say Not captured when the device did not share it.
• The send button becomes Resend link while status is Sent or Viewed. It is hidden once status is Signed.
• Declined means the signer chose Decline and entered a reason. That reason is stored with the request.
• Submit is on a saved request that has not been submitted yet. You should see Submitted. The signing status chip stays Draft, Sent, Viewed, or Signed. After that, Submit is replaced by Cancel. Cancel shows Cancelled. It does not change the signing status chip.

If it fails

• Create stops when Signature Template, Signer Name, or Signer Email is missing. The screen names the required fields.
• Send for Signature is not on a new unsaved request. Create it first.
• Send failed means the email and link were not sent. Status stays where it was. Check the template has signing fields, then choose Send for Signature or Resend link again.
• Could not copy link means the link is on the screen and the clipboard did not take it. Select the link and copy it yourself.
• Save failed. Your edits are still here. means the last edit was not stored.
• Expired means the link passed Expires On. Send again only if Resend link is still available. A cancelled or expired link tells the signer it is invalid or expired.
• An empty list uses New Signature Request.

Next

Several people on one document use a signature envelope.