Let's Send documents with the template you created. Once you have created a template, select it and click the Start Template button to send it.
1. Add Recipients information
The sender of the document (agreement) is yourself. Then you have to specify the recipient of the document. You can enter the name and email or phone number of the recipient of the document.
If you have selected the document initiator and fixed users in the settings when creating the template, the recipient is automatically entered.
1) Setting the document options
- You can set the document name, email language, and deadline of the document.
- You can change the language of the email content and signing page in the email language setting. If you set a deadline for writing, signers can only sign within the period.
2) Name/email
- The name is the name written on the document. We recommend that you write your real name.
- If you have entered an email, the document will be sent to the email address.
3) Setting up additional authentication
- You can set up mobile phone authentication and password authentication.
- If you set up mobile phone authentication, the document recipient must authenticate him/herself through the carrier before checking the contents.