Document Sending

please read

If you do not have a Forms Live Sign Agency Addon subscription or a DocuSign account connected when you are ready to send and sign documents, the Forms Live Sign Get Started screen will be displayed.

Check out our video tutorial or read the step-by-step instructions below!

---

Finalising Forms

The form must first be Finalised before the signature process can start.

1. Click the Finalise button at the top of the screen.

2. Click the Signing tab located in the right sidebar

3. The Signing Option presented depends on your Addon settings.

Sending Forms

1. Enter all fields relevant to the recipient(s).

2. Attach any files you wish to get signed by recipients. Learn more about this process here.

3. Enter all the details and click Next.

4. Enter a custom email subject and message which will be sent to all recipients.

5. Click Send once everything has been filled in correctly.

note

All recipients added in Step 1 will receive the following email. The Signing tab status will update in real time – timestamp included - as the documents move through the electronic signing process.

Signing Order

---

info

Forms Live Sign allows you to specify the signing order of recipients. Once a group completes signing, the next group will be sent the request. All signatures will be sent for signing in ascending Group order.

Once you have entered all recipient(s) to their corresponding fields, the signing order can be managed.

1. Click the upward/downward arrows to move the recipient into your preferred signing Group.

2. Click the downward arrow to create a new Group when the recipient is last in the signing order

Multiple groups can be created, with more than one recipient assigned to each Group.