Send a Document for Signature (3.0 Version)


What Can You Do

  • Send documents by email to multiple customers or patients (end user or signer) for signature.

  • End users can review and sign or decline documents.

  • All parties receive notifications and document copies.

  • Documents are also automatically delivered or uploaded into integrated applications.


How to Request a Signature

To use the 'Send to Sign' feature you must be subscribed to the Advanced plan. If you are subscribed on the Essentials plan, just upgrade your account subscription to the Advanced plan. The Send to Sign feature allows for signatures, initials and dates to be requested by up to five (5) signers in a specified order directly from within the document in the app. The information below will provide details on how to perform a Send to Sign signing request. 


1. Complete a Document

In order to send a document for signature, first the document needs to be filled out using the app on the device (tablet/phone) or computer. Once the document is filled out and is ready for signature(s), the steps below can occur to request signing.


2. Request A Signature for a Document

When using the application, the signature request auto 'Completes' a document if the document is not already completed, outlined by the steps below:


A. Open the Document Menu

Open the Document menu (circle with a checkmark in the center) from the document edit page.



B. Click 'Send for Signature'

In the Document menu click Send for Signature.



C. Complete Signing Information

Complete all information including the signers email on the Send Document for Signature page and click the Send for Signature button.



Send to Multiple Recipients

By selecting the plus sign next to the profile icon you are able to send a document to up to 5 recipients. Add up to five recipients and enter the information required. 



Delete Recipient

If you have added a recipient that you would no longer like to send a document for signature to, click the minus button under the profiles. 



When you have completed all the required fields and the document is ready to be sent out, just select the Send for Signature button at the bottom right hand side.



A confirmation message will be displayed confirming the signing request was sent.



3. Signature Request & Email Notifications

The document will be successfully sent for signature. The sender and signer will receive email notifications informing the document status: sent, cancelled, declined or signed. In addition the documents when signed will be available to both the sender and signer. Documents can be downloaded from the email by the signer for document retention and appropriate file storage.


4. Document Signing Status

Once a document has been sent for signature, if the user attempts to send the same document for signature (as the steps above), the document status panel is displayed.



5. End User Document Signing

The end user will simply sign the document by clicking the link in the email to view the document and sign. For details on how the end user signing works see Sign a Document with naturalForms.




Have more questions? Submit a request


Powered by Zendesk