How Does a Recipient Sign a Document?

An Envelope is used as a wrapper when sending out a document for electronic signing.

When a user send out you an envelope containing a documenthe recipient will be sent a secure link.

The link will go to a secure Envelope page which will allow the recipient to sign the document.

Sign a Document Electronically

The recipient will receive an email with a link to the envelope that contains the document to sign.

They can sign the documnet as follows:

  1. Click on the link in the email to get to the Envelope
  2. Locate the document in the Documents panel and click on the Sign button
  3. Type their name into the signature box
  4. Review their signature and confirm

The document will now be signed and we will send you confirmation by email.

Download a PDF of the Document

The recipient can view and download a PDF copy of the signed document as follows:

  1. Click on the link on the email to get to the Envelope
  2. Go into the document in the Envelope Documents panel
  3. Click on the PDF button to download a PDF copy to your device

Topic: Add-Ons

About Domus Software

This article is published by Domus Estate and Letting Agency Software.

Domus is an easy to use cloud based estate and letting agent software for estate agents to manage sales, lettings, accounting and a client portal.

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