What the signer receives
So you can tell somebody on the phone exactly what to look for.
An email invitation identifies your organization and agreement, with a link for that recipient’s signing role.
Opening the link shows the sender, agreement details and electronic-signing disclosure. An access-code screen appears first if you required one.
12What a signer sees first: who sent the document, an explanation of signing on a screen, the agreement to do so, and a link to the terms. Screenshots use a demonstration workspace. - 1Read the disclosure and choose whether to agree to electronic signing.
- 2A recipient can decline instead of signing.
The recipient agrees to the disclosure, reads the document and completes their assigned fields. They do not need a workspace account.
Enabled reminders follow the expiry schedule. Completion messages and copies are provided after the signing process finishes.
You can tell a recipient which organization and agreement name to search for in their inbox.
Check the address and spam folder if an invitation is missing. The agreement’s delivery history can help diagnose it.
Do not forward signing links: possession of a link can let someone act as the named recipient. If a link is exposed, resend the active invitation to replace it or cancel the request.
Links stop working when used, replaced, cancelled, expired, or when the agreement no longer accepts signing. An ordinary page reload before completion is not itself a new signature.