Send a document for signature

1. Add the signers. Lägg till undertecknare, then for each one a Roll (t.ex. Köpare), Fullständigt namn and E-post.

They go in two groups. Ditt företag — Signerar för vår räkning — and Motparter: De du skickar det här till Lägg till kollega and Lägg till motpart add to each, and Flytta till motparter fixes one put in the wrong group.

Getting the sides right matters: it is what decides which fields each person can touch, and what the finished document says about who signed on whose behalf.

2. Choose the order. Signeringsordning:

• Alla samtidigt — Alla bjuds in samtidigt och kan signera i valfri ordning.
• En efter en — Varje undertecknare bjuds in först när den föregående har signerat.

Parallel is faster. Sequential is right when a later signer should only be asked once an earlier one has agreed — a manager approving before the customer sees it, for instance.

3. Sign your own side. Signera din sida nu does it before you send, and afterwards shows Du har signerat din sida. Sending a document you have not signed yourself invites the question of whether you meant it.

4. Write the email. Skicka för signering — Vi mejlar varje mottagare en säker länk för att granska och signera.

• Språk: the language the recipients are written to. It starts as the document's own language, and you can change it for this send. The button, the footer, the reminders, the signing codes, the SMS and the email they get once everyone has signed all follow it, and so does the signing page they land on. The contract text itself stays as you wrote it.
• Meddelande: Skriv eget, one of Dina sparade meddelanden, or a Färdiga förslag message in the chosen language. Picking a message written in another language switches the email to that language. Switching language on a ready-made message swaps it for the same message in the new language; text you typed yourself is never translated, and the dialog tells you when it no longer matches.
• Ämne and Meddelande. Leave the message empty to send the standard line in the chosen language.
• Infoga en uppgift: Fylls i per mottagare när e-postmeddelandet skickas.
• Spara som nytt meddelande turns what you wrote into a saved message in the chosen language, so the next one takes no writing at all. Tick Börja alla mejl på {{language}} med det här and every email in that language starts from it. Each language can have its own default.
• Once you start from a saved message you can Gör till standard, save your edits back to it, or remove it.
• Förhandsgranska vad de får before you commit. It shows the email in the chosen language.

5. Set delivery and expiry. Leverans is E-post or E-post + SMS — {{withPhone}} av {{total}} mottagare har ett telefonnummer och får även ett SMS. Undertecknare utan telefonnummer får fortfarande bara e-posten. SMS noticeably shortens the wait on a document someone is expecting.

Går ut sets a deadline. An expiry is a polite deadline that does the chasing for you.

Automatiska påminnelser: Skicka automatiska påminnelser till undertecknare som inte har signerat.

6. Choose what the recipient has to do. Vad mottagaren ska göra:

• Signera det: De ritar eller skriver en signatur. Det här är det vanliga valet för allt som är bindande.
• Acceptera det, ingen signatur behövs: Ett klick för att acceptera. Dokumentet slutförs, förseglas och får intyg som vanligt, och intyget säger att de accepterade i stället för att signera.
• Bara läsa det: Ingen Acceptera och ingen Avböj. Använd det här när du skickar något enbart för kännedom.

Accepting counts for everything a signature counts for: the document completes, is sealed, gets its certificate, sends the completion emails and moves the linked deal along. The only difference is what the record says happened, and it says it plainly, in the document and on the certificate, so nobody is ever left believing a signature was given when it was not.

A document set to just be read still has recipients, and they still get a link and still show up in the history when they open it. They simply are not asked for anything.

Every template carries its own starting choice, so a template that is always just information does not have to be re-set on each send. Open the template's settings and pick Vad mottagaren ska göra; whoever sends a document from it can still change it for that one.

7. Optionally close the deal automatically. Markera den kopplade affären som vunnen när alla har signerat — Detta utlöser affärens vinst-automatisering (prenumeration / faktura).

8. Skicka dokumentet.

Inte redo att skickas appears rather than a failed send if something is missing: Lägg till minst en undertecknare med namn och e-post., Varje signaturfält måste vara tilldelat en undertecknare., Välj ett utgångsdatum. or Utgångsdatumet kan inte ligga i det förflutna. See What is checked before a document goes out.