Send for Signature

Locked documents

Go to the
Locked
section.
Select the document or documents you want to unlock.
Select
Unlock
from Bulk Actions, or
Select
Unlock
from the Action menu.

Upload files

Drag and drop
files or select
Choose File
to open File Explorer and upload files.
Select
Access
if you want to restrict other users from viewing the document on the Delivered and Archived reports.
Enter a
Client ID
if needed.
Enter the
Client Name
.
Select an
Office Location
.
Select a
Tax Year
.
Select a
Document Type
.
The
Expires On
date updates automatically based on the selected document type.
Select the date to edit it.
Select
Delete
if a document was uploaded in error.
Select
Next
.

Add signers

Recipient information

Select the
Sender
dropdown to select the sender name displayed to the client.
The default sender is the company name.
The sender can be changed to another user.
The sender's name appears in front of noreply@safesendreturns.com in client emails.
Select the
Sender Signing
dropdown to select a signing option for the sender.
If the name is set to the company, the only option is
Sender does not sign
.
Select a
Signing Sequence
option. Refer to
Signing sequence
in this topic for more information.
Select
Add Recipients
to add additional recipients or signers.
Enter the
Recipient Name
for each signer and CC recipient.
Enter the
Recipient Email Address
for each signer and CC recipient.
The same email address can be used for a maximum of two signers.
Select the
Recipient Type
dropdown to select the type of recipient based on signing needs.

Select the
Link Authentication
dropdown to select the type of authentication.
Leave this blank if you don’t want to require signer authentication.
Enter an answer for each Question/Answer authentication selection.

Signing sequence

Select
Parallel Signing Sequence
to send the document to all signers at the same time.
Select
Custom Signing Sequence
to select the order in which each person signs.
Select in the signing sequence number field to edit the signer number, or
Drag and drop the signing sequence number field to reorder the sequence.
The same number for multiple signers means they receive the document at the same time.
CC recipients are always listed last and don’t receive the document until all signers have signed.

Message configuration

Select a
Template
from the dropdown.
Or select
Custom Message
to add a message that hasn’t been saved in
Saved Messages
.
Edit or add a
Subject
.
Edit or add a
Message Body
.
Select
Save & Close
to save as a draft, or
Select
Next
.

Add e-signatures

Signature fields

Select the
Recipient
from the dropdown.
Drag and drop each signature field onto each document.
Signer fields are highlighted for the selected
Recipient
.
Initials
,
Printed Name
,
Company Field
, and
Title
are required and can't be made optional.
The
Date
field is applied automatically for the signer.
Select the
Signature
block to mark a signature as not required.
Signature is required by default.
Select the
Reset
icon to clear all signature controls and return the document to its original state.
Select the
Undo
icon to undo the last action.
Undo doesn’t remove signature fields.
Select
Save & Close
to save as a
Draft
, or
Select
Next
to continue processing.

Additional signature controls

Review and send

Review document details.
Client ID
Client Name
Office Location
File information
Select the
Notify about signing event to
dropdown to choose the user who receives a notification when the document is signed.
The default value for this field can be updated in
My Settings
.
Select the
Please select contact person
dropdown to choose the user displayed as the contact person for the signer.
Switch
Reminders
on or off to adjust automated signing reminders.
Use the dropdown to adjust the number of days between reminders.
Select
Save & Close
to save as a draft, or
Select
Submit
to send.

Draft dashboard

Bulk action icons

Select
Set Access
to restrict other users from viewing the documents on the Delivered and Archived reports.
Select
Assign To
to assign another user to send the document for signature.
Select
Delete
to delete the document.

Document actions

Select
Resume
to continue processing the document where you left off.
Select
Delete
to delete the document.
Select
Set Access
to assign another user to send the document for signature.
Select
Report a Problem
to send a ticket to the support team.