How Do I Send a File for Signature?

Starting a Signature Request

• Click the file’s ⋯ menu
• Select Signatures
• Enter the recipient’s email address (required)
  
  • Names alone will not work. You must enter a valid email address for each signer.
  • As you type, staff members and any relationships linked to the project may appear as suggestions, but a valid email address is still required for every signer.
    
    

• You can add one or more signer email addresses
  • If more than one email address is added, each address must be assigned a signature box. 
  • Users cannot be added to a document for view-only access. All listed email addresses must be signers. If a user does not need to sign, they may download the document after it has been signed.
    
    

• Set an expiration date
  
  • This field is required

• • If not changed, it defaults to 90 days
    
    
• Add a message (optional)
  
  

Optional:

• Enable Request Payment Method
• This option is only available if Albi Pay is enabled on your account.
• First name (required)
• Last name (required)
• Referral source (required)
• Type (required)
  
  

Choose:

• Send and Close, or
• Open Signature Editor

After sending the document, a confirmation pop-up will appear and the document status will change to “Sent for Signature.”

Note:

• If there is more than one signer, you must open the Signature Editor and manually place signature boxes for each signer.
• If signature boxes are not placed, they will default to a blank page in the document.