Send for Signatures
You can request one or multiple recipients’ signatures by uploading and sending files. All you need to do is log into your CocoSign account and click Send for Signatures on the dashboard.
Watch this video on how to send for signatures step by step:
Step 1 - Add Documents
Firstly, you need to add a document that needs to be sent out for digital signatures. There are four options for adding the document.
a) Choose Template - Choose the templates that you’ve created in CocoSign. You can hover over the name of the template to preview it.
b) From Your Device - Upload the files from your computer by clicking Choose File or drag and drop them to the corresponding area.
c) In the Cloud - CocoSign is integrated with Google Drive, Dropbox, and OneDrive. You can upload your document from any of these cloud storage services.
d) URL - Click URL to enter the URL of your targeted document, and then choose Confirm.
If you have uploaded multiple documents, you can also drag them to adjust their sequence at will.
When finished, hit Next to proceed.
Step 2 - Add Recipients Details
After you’ve uploaded the file, you’ll need to add the recipients’ email addresses and their names.
You can send the document to them for signatures or simply send them a copy.
If you want to send your document to multiple recipients, simply click on the Add Recipient button. In this case, the recipients will sign this document without any sequence requirement.
If you wish to get your documents signed in order, select Custom signing order and adjust the signing sequence by dragging the recipient information up and down.
As you can see, there is a Mail and a Key button next to the recipient information. The purpose of the Mail is to include some private notes for the receiver. It is optional and only visible to the specified recipient. When you click the Key button, a unique authentication code will be emailed to the recipients, which they will use to open and access the document.
After filling in all the information, click Next.
Step 3 - Add Fields
This step allows you to edit your document and add the appropriate fields for your recipients to sign or enter other information. Navigate to the right side of the control panel to find tools for document editing.
Place the fields where you want the recipients to fill them out. Click the fields and you can adjust their sizes and positions. To learn more about customizing the fields’ formatting, click here.
To undo your previous action, use the Undo icon or the hot key Ctrl+Z. To reverse your undo, then click Redo or press Ctrl+Shift+Z/Ctrl+Y.
After you've added the fields, use the drop-down arrow to select the recipient who must fill out this section.
You can also click the recipient from the right toolbar first, and assign them some fields to fill in by dragging and dropping the fields to the document.
If you want to append your e-signatures before sending out the document, select Me (Prefill) and input your signature directly.
Once satisfied, click Next to review your work and perform further actions.
Step 4 - Review & Send
In the final Review & Send stage, you may preview the document from each recipient’s perspective by clicking the Preview button.
Navigate to Viewing as, and choose a recipient from the drop-down list to preview his/her signing experience. Once finished, click on X in the upper right corner.
Enter a document name. You may opt to leave a note in the Email Message box. You can also set a deadline for signing the document or send a reminder to the recipients to remind them to sign it by clicking More Setting.
You can also customize your signing invite by clicking on Personalized branding.
Select General and/or Advanced based on your branding requirements.
Click General, you get to upload your own logo, customize the color themes, and edit the email “From” field.
Hit Advanced. Using the Redirect after signing feature, you can redirect your signers to any page you want, such as a thank-you page. Besides, with the Customize your URL feature, you are able to include your company name or other information into the URL of your signing invite.
You can also change the contents of the email template to your liking.
Once satisfied with your branding, click on X in the upper right corner.
Review the summary of your signing request.
Click Send and wait for a response from the receiver.
After the document is finalized, everyone involved will receive a final copy of the signed document.