You have just created professional-looking templates, and now you need to send them to your guests and other recipients. Sending templates with Signature is a breeze. A few button clicks, and your template will be on its way to being signed, viewed or filled.
Sending Your Template
Once the document is prepared and saved, you are returned to the Templates page.
- Click the Edit button and select Send to open the Send Template modal.
- Enter the Name and Email for each recipient. If the guest or Tokeet user exists in your account, then you will be able to select them from the drop-down menu.
- Customize the Contract Name, Message Title, and Message body to give the sent message a more personal feel.
- Click the Send Request button to send your template to the specified recipients. If you have selected a Tokeet user with a saved password, the template will automatically be signed, and the Tokeet user will only receive the confirmation email.
That's it! All recipients are sent an email with an electronic link to the contract for signature. Once the template is signed by all recipients, all parties will get a link to the signed template for their records.
As always, we're here to help. Please feel free to email firstname.lastname@example.org with any questions.