Sending PDFs for Completion #

After selecting to use a template and opening the document, all the “Signees” are shown on the right-hand panel. This list represents the different “Roles” that need to be filled for the document to be completed. By selecting “Edit”, and then filling out the person’s name and email address for the role, that person has now been assigned to this particular document.

Once all the “Roles” have been filled, and all the wanted fields are assigned, hit the “Send” button. This will send the document out for completion to all email addresses that are listed in the “Signees” section. The document will now move into the "Pending" section of the status tab until it is completed.