How to Send a One-Off Document for Signature or Redlining in Aline
Overview
Use this workflow when:
You’re sending a document that isn’t a template, or
You need to send a custom or ad hoc agreement for signature or review
If you’re sending a pre-built template, use Templates → Launch Workflow instead.
Step 1: Start a New Workflow
From the Aline homepage, click Create New.
Select Start a New Workflow.
Choose how you want to add your document:
Select from Repository — if the document already exists, or
Upload to New Repository — to upload a new file
Upload or select your document and give it a name
Example: Test NDA Today
Step 2: Add Signers and Groups
Add a signer for your organization.
(Optional) Assign the document to a group for internal organization or permissions.
Click Continue to move forward.
Step 3: Review and Accept Redlines (If Applicable)
If the document includes tracked changes:
Open Track Changes mode.
Choose to accept or reject changes as needed.
Once complete, select Stop Tracking.
💡 You can finalize the document before adding signature fields.
Step 4: Add Signature and Custom Fields
Click the plus (+) button to add fields.
Drag and drop:
Signature fields
Text fields (e.g., Name, Title, Date)
Delete any placeholder lines if needed.
Rename custom fields to match your document requirements.
Click Save.
Repeat this process for each signer.
Step 5: Add Counterparty Signers (If Needed)
Add the counterparty as a recipient.
Assign them to a group (if applicable).
Select the counterparty as the active signer.
Drag and drop signature and custom fields for them.
Click Save, then Continue.
✅ Make sure the correct signer is selected before placing each field.
Step 6: Choose Collaboration or Signature Mode
Before sending, choose how the document should be handled:
Collaborate Externally
Grant access for review and redlining
Default permission is Suggesting Mode
Send for Signature
Finalize the document and initiate signing
Select your preferred option, then click Start Signing.
Step 7: Track Signing and Completion
After sending:
You’ll be redirected to the Summary page.
From here, you can:
Send signing reminders
View signing order
Monitor activity and status
Add approval tasks if needed
Once signed:
All parties receive an email notification
The executed document and certificate of completion are saved in Aline