Kofax SignDoc Standard 2.1.0 - Online Help

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Send documents for signing

Create a signing package to send documents for recipients to sign. A SignDoc Standard signing package is a container used to send one or more documents for signing or reviewing. A signing package can have multiple multipage documents and several recipients with different roles.

Fields can be added to documents to collect signatures and information from the signers. The field assignment ensures that the recipient will only be able to edit fields relevant to him/her. SignDoc Standard guides the recipients through all documents and all required actions in the signing process.

Notes A signing package can be saved as a draft before sending it. A package can only be saved after it has passed validation. You can continue editing by clicking the Continue button.

After a signing has started on a signing package it can no longer be edited.

Use a template

Templates are a good choice when you have a set of documents and recipients that you need to send out repeatedly. Use a template on the Templates page or on the Create package page and Use template.