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Sending Agreements

Sending an agreement means collecting signatures from the right people, in the right order, on the right document. This section walks through every part of that process.

What's in This Section​

  • Creating Agreements: start from a template or from scratch, then send
  • Adding Documents: supported formats, multiple documents, and document order
  • Recipients: who needs to sign, in what order, and how to verify their identity
  • Tags: where recipients sign, initial, fill in text, or check a box
  • Notifications & Reminders: automatic follow-ups and expiration deadlines
  • Agreement Settings: advanced options like markup, comments, and document locking
  • Bulk Send: send the same agreement to many recipients at once