DocFort User Guide
How to send documents for Signatures
- Click on the ellipses (…) of the document that needs signatures appended.
- Select the “Send for Signature” button to begin the review workflow process.
- Fill in the fields that appear in the pop-up screen and Select a Signer.
Note: Selection of multiple signers is possible. However, signers must be selected in chronological order of how you want the signatures appended.
- To add external signers, Select “Add External Signers”.
See the image below for reference.
- Cancel and add as many reviewers as possible.
- Click on the “Add Signers” button to proceed.
Note: A preview screen of the Document sent for signature appears for your perusal before it is sent.
- Click on “Send” to complete the signature appending process.
- Signers get email notifications of their request to append Signatures.
See the image below for reference.
