Sending
Send documents to recipients
Send one or many recipients by email or SMS, preserve signing order, and customize the invitation.
Operations teams and document senders8 minutes
Before you begin
- A saved template with at least one signer role
- SMTP for email delivery or Twilio for SMS delivery
What you will complete
- A signature request addressed to every required role
Choose a delivery mode
- Via Email accepts one or more email addresses.
- Via Phone sends signing links through SMS when Twilio is configured.
- Detailed captures name, email, phone, and role mapping per recipient.
- Upload List imports CSV or XLSX recipient data for repeated requests.
Address and send the request
- 1Open the send dialogSelect Send to recipients from the template detail page.
- 2Enter recipientsProvide a valid contact for each required role. Review imported rows before continuing.
- 3Set signing orderUse preserved order for sequential approval. Use random order only when all roles may sign immediately.
- 4Review communicationCheck the invitation subject and message. Variables resolve when the request is sent.
- 5SendSubmit the request once. Use the submission activity for later resend actions instead of creating accidental duplicates.
Confirm delivery
Open the submission after sending. A queued event confirms that Signa accepted the notification; provider delivery or failure events confirm what happened afterward.
A request can be created even when email or SMS is not configured. Always verify provider delivery before assuming a recipient received the link.