As the document Sender, you can also designate yourself as a Signer on any RightSignature document. To do so, first click Send a Document. Under People Involved, your name and email address will be the first party listed. Click the pen icon next to your name to designate yourself as a Signer. You can then add additional Signers and CC parties using the Add Signer and Add CC buttons.
To add yourself as a Signer to every document you send by default, select Account, then the Settings tab. Under Signature Settings, select the checkbox next to Default me to a “Signer”. Now, when sending a new document, your name and email address will be specified as a Signer by default.
How do I add more Signers or CCs when sending a document?
When sending a document, you have the ability to designate as many Signers and CCs as necessary. At least one Signer needs to be designated for each document.
To send a document to multiple recipients, click Send a Document. Under People Involved, use the Add Signer and Add CC button to add additional recipients as needed. Once a party is added, you can toggle the pen and cc icons to the left of the party name to switch the role of each recipient.
When sending a document to multiple Signers, you have the ability to designate a particular signing order. This feature is called Signer Sequencing. After you click Send a Document, you can enable Signer Sequencing in the Document Options column by toggling the switch to On. Once the feature is enabled, the SEQ. column will appear next to the name of each Signer on the Send a Document screen.
When Signer Sequencing is enabled, the document will be delivered, and signed, in the designated order. When signing the document, each Signer will also be able to see the data entered by previous Signers. You can change the signing order by clicking the arrows next to each Signer name in the SEQ column.
How does the Expiration Date determine when my document can be signed?
By default, RightSignature documents expire 30 days from the send date. Once a document expires, it can no longer be signed, and the document can only be viewed using the Expired filter on the Dashboard.
When sending a document, you can edit its Expiration Date. On the Send a Document screen, click the Expires In button in the Document Options menu. The Expiration Date can be set to 2, 5, 14, or 30 days.
After a document has expired, you can extend the expiration 5 additional days. These extensions can be repeated in 5-day periods for up to 2 months (60 days) past the document’s original send date.
To change the default expiration period of your documents, click Account and select the Settings tab. Next, under Signature Settings, select a new expiration period from the Default Expiration Date menu.