Once a template is published, follow these steps to send it for signing:
1. Select a Template
Go to New Signature and click Select Template. A list of your published templates will appear — choose the one you want to use.
2. Fill in Sender Information
Under the Details tab, enter any sender-specific fields that are not automatically populated from your profile. These may include internal references, dates, or custom fields needed for the agreement.
Note: The recipient will complete any fields assigned to them when they open the document — all input happens directly within the document view.
3. Add Recipient Information
Enter the recipient’s first name and email — these are the only required fields. If the template includes additional fields like organization or address, you can fill those in here as well. These details will automatically appear in the document where applicable.
4. Send the Document
Once all required information is in place, click "Send Document." The recipient will receive the invitation through the chosen method and will be prompted to fill in their information and sign the document.
