Prepare & Send

This collection of articles will show you how to prepare and send bundles while also providing you with details on features you'll see during the process.

13 articles in this collection
Written by Scott Gentry, Hannah Hayes, and Justin Chung

Activate Email Notifications

This article will show you how to activate email notifications for when a bundle/envelope is completed.

Written by Justin Chung
Updated over a week ago

Turn On Reminders & Cancellation Notices

This article will show you how to set reminders for your signers and turn on cancellation notices for any cancelled bundles.

Written by Justin Chung
Updated over a week ago

How to Adjust Bundle Expiration

This article will show you how to adjust the number of days until your bundle expires after being sent to the signers.

Written by Justin Chung
Updated over a week ago

Create a Bundle Label

This article will show you how to create a label for a bundle.

Written by Justin Chung
Updated over a week ago

Personalize Subject Line & Message to Signers

This article will demonstrate how to add a personalized subject line and email message to signers.

Written by Justin Chung
Updated over a week ago

CC Recipients

This article will demonstrate how you can add email addresses that will be notified when a signing is complete.

Written by Justin Chung
Updated over a week ago

Upload & Send A Bundle

This article will help you better understand how to upload new PDF documents and prepare bundles for signature.

Written by Justin Chung
Updated over a week ago

Add & Manage Signers

This article will help you add and manage signers.

Written by Hannah Hayes
Updated over a week ago

Bundle Delivery via Email or SMS

This article will provide you with information on how bundles can be delivered.

Written by Scott Gentry
Updated over a week ago

Set/Change Signer Order

This article will show you how to set and change signer order.

Written by Hannah Hayes
Updated over a week ago

Signer Fields

This article will help you understand signer fields.

Written by Justin Chung
Updated over a week ago

Resize Fields on a Document

This article will show you how to shape and resize document fields.

Written by Justin Chung
Updated over a week ago

Deleting Fields

This article will show you how to delete fields during your bundle preperation.

Written by Justin Chung
Updated over a week ago