Once your document is ready, you can deliver it directly from the Sending tab.
Here, you can:
Review your email design and communication template
Customize reminder and scheduling settings
Choose to send by email, link, or SMS
Step 1: Open the Sending tab
At the top right of your document, click Sending.
This tab contains all delivery and communication options for your send-out.
You’ll see two main areas:
Email — a preview of how your recipient will see the email.
Document — a preview of your document summary and details.
Step 2: Review your Email design
On the right side, under Email design, you can:
Confirm which email design template is applied.
Preview the look and feel of your send-out email.
Adjust the subject line and message if needed.
Any edits here apply only to this specific document — your default communication template stays unchanged.
Step 3: Choose a Communication template
Communication templates control:
The preset email, SMS, and chat messages used for the send-out.
The language for the signed PDF certificate.
To select or review one:
Under Communication template, choose from the dropdown.
Click Template details to preview all preset messages.
If your organization has several templates, select the one that fits your purpose.
Admins can edit or create templates under Settings → Communication templates.
Step 4: Click Prepare for sending
When ready, click Prepare for sending at the bottom of the panel.
You’ll move into a checklist that confirms all sending settings.
Step 5: Review the Prepare for sending screen
This screen summarizes your document details and engagement settings.
Check document details
Name – the title of your document.
Value (optional) – enter the document’s deal value.
Expiration date and time – when the document link will expire.
Engagement score
On the right, you’ll see your Engagement score, which measures how engaging your send-out is based on enabled features:
Engagement video
Conversation starter
Automatic chat reminder
Identify new viewers
The more engagement features enabled, the higher your score.
Step 6: Review Document settings
Below your document details, you’ll see Send document link in SMS.
Toggle this on if you also want to send an SMS copy of the document link.
Each recipient’s contact information will appear here.
Make sure their mobile number is correct before sending.
Step 7: Set up Reminder settings
Automate follow-ups so recipients don’t forget to open or sign your document.
Toggle Send automatic reminders ON.
Configure reminder timing:
When document is not opened – send after X days.
Document not signed – send after X days.
Repeat reminders – choose a frequency.
When expiration date is close – send before expiry.
Optional: Tick Send reminder as SMS to also deliver via text message.
These settings apply only to this send-out.
Admins can set organization-wide defaults in Settings → Communication templates.
Step 8: Schedule your sending time
Under Sending settings, you can choose whether to send immediately or schedule for later.
Toggle Schedule sending ON.
Select your send date and send time.
If left off, the document will be sent immediately when you click Send.
Step 9: Send your document
Once everything looks right:
Click Sign and send (if you’re a signer) or Send.
Your recipients will receive their email and SMS (if enabled).
Step 10: Optional — Share by link
If you prefer to share manually:
Click Share document link in the Sending tab or from the sent document menu.
Copy each recipient’s unique link.
Paste the link into your own email or message.
For presentations (non-signable documents), you can copy a universal link that anyone can view.
For signable documents, only individual recipient links are available.
