Creating a Signature Request
To create a new Signature Request click the + Add New button in the upper right of the Signatures area.
Add the required information to the Signature Request and then click Attach PDF File to upload the document to be signed.
After the document is uploaded, you will configure the document for signing by dragging and dropping the signature fields displayed on the left into the document.
After all signature fields have been added to the document, click Save and Close in the upper right corner.
Select the Recipients to receive the Signature Request by using the checkbox next to each Recipient's name, or use the checkbox in the header row to select all Recipients at once.
Click Save as Draft to save the Signature Request as a draft to send later, or click Save & Send to immediately send all Signature Requests to the Recipients.
Editing a Signature Request
Before the Signature Request is sent, it can be edited by clicking the Options menu and selecting the Edit option. The Signature Request can also be Canceled, which will keep the Signature Request viewable by the Organization that created it from within the Signatures area.
When a Signature Request is sent, the Recipient receives an email notification alerting them that they have received a new Signature Request, which can be accessed from their Verivend account by clicking the Sign Document button in the email notification.