DocEndorse - Upload a document choose recipients

Get A Document Signed

Upload A Document

Add Recipients

Prepare Document

Send Document

STEP 1: Upload A Document

Drag and drop documents to upload them

Upload Merge then Upload Find A Document

STEP 2: Add Recipients

Visit settings to change the default actions of the signature request workflow. With a corporate plan you can request that a user enter a password to access the document(s), and also that he/she provides other document(s) just before he/she signs.

Enable sign order Verify that client has read and understood document

Add Password Require Document(s)

Full Name

Telephone (optional)

Tel

Contact By Phone

STEP 3: Prepare Document

Prepared Documents

Select a document and click prepare to demarcate areas that you want to be filled or signed. Please note any change you make to the recipient has to be saved to the respective document for it to become effective.

STEP 4: Send Document

Add an attachment to signature invite (optional)

When sending out a request to sign you can add attachments to the email. For example a cover letter.

Choose