Send document for e-Signature – S-Docs for HubSpot

Learn how to prepare a document for e-Signature and send it to your desired recipients. 

1. Generate the desired document for e-Signature.

Navigate to the S-Docs Available Templates card. Click the arrow icon next to “Generate Document” under the template you want to use.

When the document opens, click the Send document for e-Signature button in the top right corner of your screen. You will be brought to the e-Signature workflow tool. 

2. Follow the e-Signature workflow to create and review your e-Signature document. 

You’ll notice a horizontal tabbed menu labeled “Documents,” “Signers,” “Preview,” and “Review & Send.” To customize your document, go through each item in chronological order.

Documents

If you need to add other documents for e-Signature, click Add Document. The order in which your documents appear in this list is important — they will be sent to the recipient(s) in the order in which they are listed.

To change their order, simply drag and drop your documents (using the vertical grip dots icon to the left of each document). You can also delete any documents you no longer need to send.

Signers

Next, define your recipients. Enter the recipient(s) name and email address.

Preview

Make sure your document looks good and is ready for sending. 

Review & Send

Under this tab, you will create the email you’ll send to your recipients with your e-Signature-ready documents.

• Subject Line: Write something short, simple, and clear so that your recipients know what the email is about.
• CC Recipients: Add more recipients under “CC Recipients.” Enter their email and tap the tab key after each email. 
• Email Body: The email body section will automatically populate with a default email template; edit it as you see fit. Give your email a good proofread and add any critical details. 

Here are some things to keep in mind as you edit your email: 

• Some fields, such as Recipient’s name, will be automatically populated. You can modify these fields as you wish within the email body editor. 
• To add text, headings, lists, and images to the email body, hover over the email body and click the clicking the plus sign that appears to the left of the email body editor.
• Use the vertical grip dots icon to change the email’s format. 
• Drag-and-drop does not work in the email editor. To pull in dynamic data, type the “@ symbol” and then select what data you want to pull in from the dropdown menu.

When your email is finalized, click Send Documents in the upper right corner. A pop-up will appear confirming that the email was sent. 

Click Go to e-Signatures dashboard to follow your recipients' progress on your e-Sign request. 

When you get to this dashboard, click the envelope you want to check on. A menu will open on the right sidebar, where you can follow the document and check its status by clicking the dropdown arrow under “Delivered.” As the e-Sign progresses, you will see an audit trail of the electronic activities.