Send an e-signing request

Level: beginner



Objective: 

Explain the three different ways you can send a web form to your client to collect their e-signature.  

 

3 ways to send an e-signing request

1. From the form builder after you build and publish a form

Once you publish your form, you’ll be prompted to begin a signing request by composing a new email. All you have to do is click on the Compose a new email link at the top of your form. A link to your form will be included with your email. 

After you compose your email, you can send it just like any other email.

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2. From the form builder form list

When in your Form builder, go to the Form list and select the Send signing request option to the right of the form you want to send. This will open up the email composition screen and you can compose an email message to accompany your form.

After you compose your email, you can send it just like any other email. A link to your form will be included with your email. 

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3. By adding a form when composing an email

Compose an email as you normally would in webmail. Select Add form from the top of your email composition window and choose the form you’d like your recipient to sign.

Then send your email.

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4. Important note

Keep in mind that for the purpose of obtaining a signature, you will not be able to disable encryption. 

 

Next steps: 

If you need extra help with sending a form for e-signing, Customer Care is always happy to assist. 

The next step is to manage your forms.

 

Resources: 

Add an e-signature field to your web form

Manage your forms and e-signatures

Building a basic web form