Create and Send Document for Signature Request

1. Login to Signing Cloud web portal - you can use Signing Cloud password or Single Sign On (login using Windows password).

2. Click Create Document.

3. Upload document(s) that you wish to send for signature request.

4. Select your document's recipients (signer and copy receivers). Make sure to enable the signature sequence option if you want the document to route in sequential order.

5. Next, set the signature inputs (signature box, signer name, signature date, etc.) for each of the signers that you have added. Then, click Review.

6. Review the final details for the document entry - Email Information (Email Title/Message), Document Expiry, Document Auto Reminder and Document Name. Then, click Send to send the document signature request.

If you wish to save the document as draft first, click Save as draft.

7. If you are the first signer, you will see a popup message with option to sign the document.

8. If you are not the first signer, you will be redirected to the list of to-do documents.