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How to send documents for signature
How to send documents for signature

Learn how to send documents for signature in Aline.

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Written by Brent Farese
Updated over a year ago

If you haven't had a chance yet, you might want to learn how to use workflows first. If you've already reviewed that guide, great onto the fun!

Sending documents for signature involves a couple easy steps:

  1. Creating an envelope in your workflow.

  2. Adding a message for envelope recipients.

  3. Checking your workflow steps and recipients to ensure proper ordering, recipient emails, and more.

  4. Sending with AlineSign.

  5. Watching those signatures roll in โœ๏ธ!

Take a look at the below video guide for a walkthrough on how to send for signature effectively.

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