The short answer
Recipient details determine who can act, and signing order determines when they receive access. The send dialog controls the deadline and completion rules.
Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.
Step-by-step
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Add and verify recipients
Enter each signer once with a verified name and email, then assign every interactive field to the intended signer.
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Set signing order
When sequence matters, enable signing order and arrange recipients exactly as required. Later signers wait for earlier signers.
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Write the email message
Explain the agreement and expected action without including passwords or sensitive access details.
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Set expiration and decline behavior
Choose a realistic expiration date and decide whether signers may decline. Preserve any recorded decline reason.
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Require fields and review permissions
Enable Require All Fields when needed and confirm displayed access and download permissions.
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