Generate Sign Request

Docu Signer allows you to raise/generate sign requests for recipients/ signees. With this feature, you simply manage to take the digital signatures of the recipients on crucial documents such as contracts, agreements and consent forms etc.

To generate Sign Request:

• Login to your Docu Signer account.
• Click on New Sign Request button (option is available at the top of left menu).
• If you want to see existing sign requests before generating new one, you can navigate to Sign Requests module
  • Here, you can see existing requests (along with their status) 
  • Now, you can click on Generate New button on top right of the page
• You will be directed to a new page now.
  
  
• Step 1: Select Document
  • Select the document template from your account for which the request needs to be generated
    • OR, you can also upload a new document template
    • Click Next
• Step 2: Preview/ Edit
  • If you had uploaded a new template in Step 1, you will get the option to add data fields (Click here for more details on Data Fields). Make the required changes and click on Next. 
  • Else, this step will get skipped
  • Click Next
• Step 3: Signees.
  • For the concerned Sign Request,
    • Either select the signee from the address book (start typing in the name and the system would automatically start showing the relevant contacts from your address book)
    • Or, type in new email/ name (this will add the signee contact to the address book if not already there).
  • The request goes to the signee by primarily email, so you have the choice to compose email message as well. This is optional.
  • You can also write private notes for this sign request. This will be available only to admin users.
  • Click Next
• Step 4: Review and Send
  • Verify all the details.
  • If anything is incorrect, change it here itself.
  • Click on Send Sign Request.
• This will generate the desired sign request and send to the respective signees/ recipients.