Using the Features in the Send Modal
Before sending your document through SignWell, you can add additional settings for the document in the send modal by clicking on the "Send" dropdown and selecting "Send Document":
The Custom Message
One of the first things you'll see in the send modal of SignWell is the custom message. You can create a template for the send message when you set up a template in your Templates section, or you can customize the message each time you send a document by using the formatting tools and entering text into the message box:
Applying Sending Order
To the left of the custom message, you'll see an option to "Apply sending order." Choosing to do this will cause the document to be sent to both/all recipients at the same time, however, the person at the top of the recipient list will sign the document first, then the person below them will sign next, and so on:
If you'd like to change the order of the recipients who will sign first, you can click and drag to reposition them:
The recipient/s who are waiting to sign will receive an email notifying them that the other recipient/s must sign first (you can disable this email notification in your Profile Settings):
The "CC" Option
Just below the "Apply sending order" button is the option to CC someone so that they can receive a final version of the completed document. You can begin typing the email of an existing contact and they will show in the drop-down, or you can choose to "Add New Contact":
By default, CC'd recipients are notified when a document that they are CC'd on has been sent, viewed, and finally when it has been completed. You can adjust these email notifications in your Profile Settings.
Requiring the "Approve" Button
On the right of the send modal above the custom message is an option to "Send as a Sales Document":
This is best for documents that need to be approved before they can be signed, so an "Approve" button will show up at the top of the document when the recipient opens it:
To require that a recipient attaches a file to the document before they can complete it, click on the "Attachment" button at the bottom of the send dialogue:
Enter the name of the attachment and assign it to a recipient:
You can set attachment requirements in the same way for templates.
Before the recipient/s can finalize the document, they'll be required to attach the file that you requested:
With the completed document email, you'll receive the additional document attachment that you requested. You can also access the attached file/s from the dropdown menu at the end of the completed document's row:
Requiring Signer Passcodes
You can passcode protect documents that you send for one or multiple recipients by clicking on the lock button in the send dialogue:
Enter a unique passcode for your recipient/s and save your settings:
Any recipient that has a the lock icon next to their name will be required to enter a passcode before viewing and signing the document:
In the custom message, you can share a password hint or send a separate email with the passcode details:
When your recipient clicks on the document link, they’ll be required to enter the passcode that you set in order to access the document:
To add document settings, such as a custom redirect URL, click on the settings gear below the message:
Document Settings - Reminders
Here you can adjust the automated reminders for the document:
Reminders are enabled by default in your Profile Settings, but you can disable this on the account level and only enable the reminders on a per document/template level.
Document Settings - Redirect URL
Signers will be redirected to the URL of your choice upon completion of the document that they were sent:
This setting will override the Redirect URL setting if you have enabled that on the account level.
A few things to note about enabling the redirect URL per document:
1. All new templates and documents will default from the account setting.
2. A document created from a template will default to the template’s redirect URL setting. Learn more about templates.
After you've made all of your final customizations to the send features in the send modal of the document, go ahead and click send.
Your document will be sent!
If you need additional help, please contact us: firstname.lastname@example.org.