Learn how to request, manage, and track document signatures directly from a sales room folder or independently for seamless approval workflows.
Requesting signatures directly from a sales room folder simplifies document approval.You will learn!
- How to request signatures from a sales room folder.
- How to track and manage signing status.
- How to handle independent signature requests.
Requesting Signatures from a Sales Room Folder
Efficient collaboration for approvals
To request signatures from a folder, use the three dots next to the folder name and select Request signatures.Step-by-step:
- Select Signable Documents: Mark any documents requiring signatures as To be signed. Additional files in the folder will be included as attachments. Note: Signable documents must be in PDF format, but attachments can be in any format.
- Choose Signers: Select room members (visitors, editors, or owners) or add external signers using their email addresses. Pro Tip: Ensure all signers have visibility in the folder; restricted visibility will block participation.
- Customize Invitation Message: Enter a title in Email content subject. Edit the default message to suit your context.
- Send Requests: Click Request signatures to finalize and send the signing requests.
Tracking Signature Status
Pro Tip! Stay updated in real-time! The signing status updates live, showing progress (e.g., “Signed by 1/5”) next to the bundle.Notifications:
- Participants and requesters will receive notifications once all signatures are completed.
- The finalized bundle will be labeled “Signed-[Bundle Name]” and will include: A unique code. Signers’ names, emails, and timestamps.
Independent Signature Requests Without Sales Room
Flexibility for all signing needs
You can also manage signature requests independently outside the sales room.Step-by-step:
- Navigate to the Sign section in the main menu.
- Create a new signing bundle.
- Add signable documents and attachments.
- Send signing requests to participants.
Managing Independent Signature Requests
**Pro Tip!**Voiding cancels the signing process but keeps the documents intact for further adjustments. Fully deleting a bundle removes all included files permanently.Sending Reminders
To remind participants:- Open the bundle.
- Click the three dots next to a participant’s name.
- Select Send reminder.
Canceling a Signature Bundle
To void an ongoing bundle:- Open the bundle.
- Click the three dots.
- Choose Void.