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When can a package be signed?

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When can a package be signed?

In general a template or draft are not directly signable.

A signing package must contain at least one signer, and there must be at least one document with a signature field for a signer. Go through the guided creation wizard and click the FINISH button on the Settings page to prepare it for signing.

If an email address has been included the signer will be notified via email and a link to open a browser to start signing is included in the email. There are a number of options for how and when this notification is sent:

See Review and Send > Send date

See Add recipients to signing package > "series" signing

See Resend a signing request

 

Note If the package has been Declined, Voided, Completed, Archived or if it has Expired it can no longer be signed by any persons.

It is possible that a package is edited so that it is no longer signable, for example a document is deleted. If this occurs, the package goes back into draft state.

 

There are two channels how signing can be started.

1.Remote signing

2.In-person signing