3.2. How to Send a Document for Signature?
To send a document for signature, please follow the next steps:
1. Log into your Fluix account.
2. Open a document to be signed, fill it out and tap Submit button in the top right corner.
Only documents containing a valid digital signature field can be sent for signing. If such a field is not present in the form, you won’t be able to email the document for signature and you’ll see the error message: ‘There is no signature field in this document, hence the recipient won’t be able to sign it and return to you afterwards.’
3. In the popup window you’ll need to:
-enter signer’s email address. Please note that only one recipient can be added per document.
-add a message if needed:
4. The signer will receive an email with the link to the document to be signed. By default, the link is available during 4 days. One day prior to expiration the reminder will be sent to the signer. However, you can add custom period for reminders by tapping on Reminder.
5. In case a signer has to only sign a document and is not expected to make any changes, choose Restrict editing all document form fields except the signature field.
6. Tap Submit.
After the document is dispatched, you will see a new tab Sent for Signature where a copy of the sent file is stored.
A signer will receive the following email about a document that needs to be signed:
Once the signer clicks Open and Sign, the document is opened in the browser on any device. To sign a document, the signer will need to type the name in the signature field. From there, signer has 3 choices under Actions: Send document back to sender, Save and Finish Later or Decline to Sign.
After the document has been successfully signed, a signed version of the document is returned to Fluix and appears in My Inbox marked as Signed.
In addition, the email is sent both to the signer and sender of the document.
If signer declines signing of the document, it is pushed back to My Inbox and marked as Declined.
In case the signer didn’t have chance to sign and return the document back before the link in the email expired, the document will be returned to the sender’s app, My Inbox section, with status Expired. In that case a user can send the document for signature once again.
If a document needs to be retracted, proceed to the Sent for Signature section-> select the file -> tap Void:
There admins can also void the documents from the Admin Portal, in the Document Status section.
The retracted file will no longer be available for signer and will appear in My Inbox.
Continue with signed documents in the workflow
Once the document returns to the sender to My Inbox, it can be sent further as per preconfigured workflow rule: emailed to other participants of the workflow, uploaded to company storage, etc. Once the document is submitted to its final destination, it will land in the Completed tab on device.
You can also watch a video how to request a signature from the Fluix app.
Can’t find what you’re looking for? Feel free to contact us at firstname.lastname@example.org if you have any questions or comments.