Signing Request emails are NOT received by my clients!
Question/Issue
I have sent a saved form(s) and/or other document(s) to my client using the built-in e-signing tool from Settleware (SW). It's been a while and my client still has NOT received the document(s) to electronically sign in their email account. How can I get these forms and/or documents to my client so they can sign them?
Answer
First, make sure that you sent the document(s) to the correct email address. You can see what email address(s) that you sent the documents to for electronic signature by clicking on your "My Profile" tab, then choose "Signature Requests" from the menu. There, you will see a listing of all your signing requests listed newest to oldest. Find the signing request that your client(s) did NOT receive. Next, click or tap on the "View Details" button off to the right. On this screen, you will see a listing of the document(s) that you have sent for signature along with the email address(s) of your signers.
* If all signer email addresses are correct, then all you need to do is send them another signing link so they can sign your document(s). Simply click or tap on the "Advanced Options" button, then click or tap on the "Advanced Control Panel" button. Now you will see a screen that shows "Documents Awaiting Signature" and the "Participants" who need to sign. Just below the "File Maintenance" section you will see a button labeled "Invite All Signers". Click or tap on that button. Next, you will see a screen where you can type a quick email to your clients. Go ahead and type a short message to your clients and then click or tap on the green "Send Invite" button. That's it! Within just a couple of minutes, your clients will receive a new email with your message and a signing link so they can e-sign your document(s)!
* If all signer email addresses are NOT correct, then you'll need to correct the email address(s) and send them another signing link so they can sign your document(s). Simply click or tap on the "Advanced Options" button, then click or tap on the "Advanced Control Panel" button. Now you will see a screen that shows "Documents Awaiting Signature" and the "Participants" who need to sign. Under the "Participants" section, click or tap on "Edit" next to an email address that is wrong, type the new correct email address and click or tap on the green "Submit" button. Repeat this process for all other incorrect email addresses. Next, just below the "File Maintenance" section you will see a button labeled "Invite All Signers". Click or tap on that button. Next, you will see a screen where you can type a quick email to your clients. Go ahead and type a short message to your clients (optional) and then click or tap on the green "Send Invite" button. That's it! Within a couple of minutes, your clients will receive a new email with your message and a signing link so they can e-sign your document(s)!
I have sent a saved form(s) and/or other document(s) to my client using the built-in e-signing tool from Settleware (SW). It's been a while and my client still has NOT received the document(s) to electronically sign in their email account. How can I get these forms and/or documents to my client so they can sign them?
Answer
First, make sure that you sent the document(s) to the correct email address. You can see what email address(s) that you sent the documents to for electronic signature by clicking on your "My Profile" tab, then choose "Signature Requests" from the menu. There, you will see a listing of all your signing requests listed newest to oldest. Find the signing request that your client(s) did NOT receive. Next, click or tap on the "View Details" button off to the right. On this screen, you will see a listing of the document(s) that you have sent for signature along with the email address(s) of your signers.
* If all signer email addresses are correct, then all you need to do is send them another signing link so they can sign your document(s). Simply click or tap on the "Advanced Options" button, then click or tap on the "Advanced Control Panel" button. Now you will see a screen that shows "Documents Awaiting Signature" and the "Participants" who need to sign. Just below the "File Maintenance" section you will see a button labeled "Invite All Signers". Click or tap on that button. Next, you will see a screen where you can type a quick email to your clients. Go ahead and type a short message to your clients and then click or tap on the green "Send Invite" button. That's it! Within just a couple of minutes, your clients will receive a new email with your message and a signing link so they can e-sign your document(s)!
* If all signer email addresses are NOT correct, then you'll need to correct the email address(s) and send them another signing link so they can sign your document(s). Simply click or tap on the "Advanced Options" button, then click or tap on the "Advanced Control Panel" button. Now you will see a screen that shows "Documents Awaiting Signature" and the "Participants" who need to sign. Under the "Participants" section, click or tap on "Edit" next to an email address that is wrong, type the new correct email address and click or tap on the green "Submit" button. Repeat this process for all other incorrect email addresses. Next, just below the "File Maintenance" section you will see a button labeled "Invite All Signers". Click or tap on that button. Next, you will see a screen where you can type a quick email to your clients. Go ahead and type a short message to your clients (optional) and then click or tap on the green "Send Invite" button. That's it! Within a couple of minutes, your clients will receive a new email with your message and a signing link so they can e-sign your document(s)!
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