Sending documents for a signature doesn't have to be annoying, and no trees have to die in the process! We'll show you all the ways you can send a Document to Sign to a crew member.
1) Have SetKeeper map the document, then upload your document to "Configure"
You only have to do this once. After the template is in the project, you can proceed directly to step 2.
2) Choose your start point
There are several places you can start the "Document to Sign" process. Here are the two most popular:
Go into your contact's profile page by clicking on their name and then by going into "Signatures" on the left menu
Go to People module (1), then select the contact (2) and click on "send paperwork" to send "documents to sign" (3).
You can click on that module, then on "Send paperwork" and select "Documents to sign".
3) Select your recipients and then the document
It will be the document you uploaded to Configure in step 1.
4) Generate the document, if required
If you haven't already, you will be asked to generate the document before you send it. Simply click on "Generate", then proceed to the next step.
5) Select counter signers, if required
You'll see how many "signer slots" have been mapped to the document in the blue box next to the document's name. If you can also choose to set a signing order; the person at the top of the list will receive the document first and after signing it the document will go to the second person on the list.
6) Add a subject and body to the message
7) Send the document
You have the possibility to set up a due date. If you don't want to, Click on the blue dot to deactivate the due date per default. Learn more about setting up a due date HERE. Click on "Send or schedule" to send your document(s).
8) Access the signed form
As soon as the form is generated, it will be available on the crew members' profile. Click on Generated Documents, your file will be visible from there
Here's what the icons mean:
Blue dot: Waiting to be signed
Light green dot: Waiting for all the co-signers to sign
Green dot: Everyone has signed the file
9) Download the signed document
Click on the three dots next to Preview, then click "Download Signed Document" Once it's saved to your desktop, you can re-upload it to Distribution, if you prefer.
Key words : download ; print ; contract ; signature