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Sending Documents for Signature in Signority

There are several steps to sending a document for signature in Signority. For a quick overview of the basic step-by-step process, see Create and Send Your First Document for Signature.

Sending Steps

  1. Initiate a Document or Template: You can either start a new document fram scratch, use a template, finish a previous draft, copy a past document, or use a template..

  2. Upload your files: Add files from your device that you want your recipients to review & sign to your document package.

  3. Add your recipients: Add your recipients who will receive the document and adjust their role and settings.

  4. Message recipients: Customize the email subject and message or private message specific recipients.

  5. Add tags: Add tags and assign them to recipients to collect signatures and other information.

  6. Adjust your Documents Settings: Configure your documents settings

  7. Review and Send

If you include yourself as a signer, after you send the document, you can start the signing process from within your account. For more information, see Sending & Signing a Document for Yourself.