On this screen, you can add the name of the document and the note you would like participants to receive as well as anyone that needs to receive just a copy of the final document (CC.). Also, you can set any automatic reminders you would like to go to signers (daily or weekly), and set an optional password that will be required before viewing the document or downloading the document.
In your signature request settings, you’ll find a toggle allowing you to determine whether signers:
-
Must draw their signature (classic drawing interface only), or
- Are allowed to type their signature (with a font-style rendering)
There is a default setting on the Sign account, and then each Document can be toggled as you see fit. You get the choice. If your use case demands a drawn signature for legal or branding reasons, you can enforce it. If not, you can open up typing as an option for convenience.
Finally, all you have to do is click "Send” and your document is on the way to the signer! If there are multiple participants the document will be sent to the first participant to complete prior to being delivered to the second participant. You can also “Save” the document and send later.
This article is apart of a 4 part series that covers how to make the most of our Formstack Sign product. There's a list of articles below that you can use to navigate to the step you'd like to reference with the current step in bold.
Step 2 - Configure Participants