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How do I send document group templates out for signing?

To send document group templates out for signature, follow these steps:

  1. Navigate to the Document Group Templates folder under the Document Groups section
  2. Select the desired Document Group and click Send for Signing
  3. Give the Document Group Template a name
  4. If the Document Group Template was created without assigning specific emails, input the intended recipients email address for each signing step. (If emails were provided when creating the Document Group Template, name the template and click the Review and Save Button.)
  5. Click the Review and Save button
  6. On the Review and Save page, click the Email Settings drop down and input the desired Subject and Email message. (If emails were provided when creating the Document Group Template, the Subject and Message boxes will be non-editable)
  7. Once complete, click the Send Invite button

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