How to Request Signatures from a Sales Room Folder

You will learn!

• How to request signatures from a sales room folder.

• How to track and manage signing status.

• How to handle independent signature requests.

Requesting Signatures from a Sales Room Folder

Efficient collaboration for approvals

To request signatures from a folder, use the three dots next to the folder name and select Request signatures.

Step-by-step:

1. Select Signable Documents:

   • Mark any documents requiring signatures as To be signed.

   • Additional files in the folder will be included as attachments.

   • Note: Signable documents must be in PDF format, but attachments can be in any format.

2. Choose Signers:

   • Select room members (visitors, editors, or owners) or add external signers using their email addresses.

   • Pro Tip: Ensure all signers have visibility in the folder; restricted visibility will block participation.

3. Customize Invitation Message:

   • Enter a title in Email content subject.

   • Edit the default message to suit your context.

4. Send Requests:

   • Click Request signatures to finalize and send the signing requests.

The signing status updates live, showing progress (e.g., “Signed by 1/5”) next to the bundle.

Notifications:

• Participants and requesters will receive notifications once all signatures are completed.

• The finalized bundle will be labeled "Signed-[Bundle Name]" and will include:

  • A unique code.

  • Signers’ names, emails, and timestamps.

Independent Signature Requests Without Sales Room

Flexibility for all signing needs

You can also manage signature requests independently outside the sales room.

Step-by-step:

1. Navigate to the Sign section in the main menu.

2. Create a new signing bundle.

3. Add signable documents and attachments.

4. Send signing requests to participants.

Managing Independent Signature Requests

Sending Reminders

To remind participants:

1. Open the bundle.

2. Click the three dots next to a participant’s name.

3. Select Send reminder.

Canceling a Signature Bundle

To void an ongoing bundle:

1. Open the bundle.

2. Click the three dots.

3. Choose Void.