How to send merged document for sign collection?
Writer now can send merged documents for sign collection.
- After selecting the data source and inserting the merge fields, click on Merge & Send for sign collection under Choose Output.
2. In the Merge and Sign pop-up, enter the details of your signers in the Signer Details tab.
- To be signed by: Choose who should sign your document. You can choose "Only me", "Only Others" and "Me and others".
- Enter signer details: Enter the signer email id. Click on the plus icon to insert a merge field to your signer details. You can add up to 10 signers.
- Enter a unique title to your email.
- Enter email subject and message, if required.
- Add additional attachments to your email.
3. Click Advanced Settings tab and do the following:
- Set expiry and reminder to collect the sign.
- Choose the actions to be performed after signing: You can choose to add the signed documents to any folder inside Writer. Also, choose to email the signed documents to any email id.
Now, hit save.
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