Signatures FAQ

User Questions

Signatures

If there are multiple signers, do they all receive the document at the same time?  No, the document will be delivered to the signers in the order the email addresses were added during processing. The previous signer must complete the signing before the document is sent to the next signer.
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 may recommend that you cancel the document instead.

Signature Reports: Action Menu

Can I use the same email for multiple recipients? Yes, 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? Single sign-on is not compatible with Mail Merge at this time.

 

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