Signatures FAQ

User Questions

Signatures

If there are multiple signers, do they all receive the document at the same time?  You can choose to have the document delivered to all signers at once or enforce a signing order. See our Send for Signature article for more information.
If there are multiple signers and one of them declines to sign, will the others be able to sign?  No, the link will be canceled for the remaining signers. They will receive an email notifying them of this, and the document would need to be re-sent.  
Can I change the status of a document to manually signed?

No, we recommend that you cancel the document instead.

Signature Reports: Action Menu

Can I use the same email for multiple recipients? Yes, you can use the same email address for up to 2 signers. All signers will need to sign the document through their own access link. 

 

Mail Merge

How do I set up Mail Merge?  Mail Merge is a desktop application that must be downloaded and installed. See the Mail Merge Guide for instructions.
Why is my Mail Merge app crashing?  Special formatting within the Microsoft Word® template can cause processing issues. See the Mail Merge Closing Unexpectedly article for more information.
Can I change the sender for a Mail Merge batch?  At this time, there is no option to change the sender for items delivered using Mail Merge. The sender will be the user who delivered the documents.
Can you use a single-sign-on with the Mail Merge app? Users can click Continue with Office365 on the Mail Merge login screen to use single-sign-on. The user must be set up to use Single Sign On and has to have logged into SafeSend at least once to complete their profile setup.

 

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