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This article will explain the two options available to send signing requests.

Option 1: “Send”
The system will send automated signing requests to all signers:
The following will also be sent automatically:
Activation requests for signers who do not have a wealth portal account

activationemail_example

Reminders to sign document every 3 days (Up to 3 reminders)

email_reminder_example



Option 2: “Send manually”

This option will allow you to send the signing request on your own.

You will get:

• a list of email addresses to send the request to, and
• a link to include in the email

The following will also be sent automatically:
Activation requests for signers who do not have a wealth portal account

activationemail_example

Reminders to sign document every 3 days (Up to 3 reminders)

email_reminder_example