To send documents for signatures, navigate to the appropriate contract page and scroll down to the Files section. Click Request Signatures. In the signature request modal, use the toggle switches to select the files that require signatures. If multiple documents are being sent at the same time, they can be reordered using the arrow buttons to the right of each document.
Next, select the required signatories and their signing method (in person or by email) and then use the arrow buttons to the right to set the signing order. Since each signatory must complete their portion of the document(s) before the next signatory can sign, be sure that you review the signing order carefully.
Note: If any contacts are signing in person, designate a DocuSign user from the dropdown list to host the signing.
Finally, use the toggles to select signing options: send a copy of completed documents to the assigned conveyancer and/or automatically accept the contract once it is countersigned.
When you are ready to send the documents for signatures, click Request Signatures.
Contacts who are set to sign in person can sign the documents when it is their turn by scrolling to the Files section, selecting the document, and clicking Sign Now next to their name. Contacts who are set to sign by email will receive an email directing them to sign the documents when it is their turn in the signing order.
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