Placing fields, previewing, and sending

Best for: Contract preparers · Requires: A PDF and configured recipients.

1. In Place Fields, select the signer from the recipient control.
2. Place each required signature, initials, date, or supported field on the correct page.
3. Check field ownership and placement.
4. Select Next.
5. In Confirm & Send, review approvers, signing order, copy recipients, the Approval request email, and the signing-request email.
6. Select Preview Document for each signer to verify their view.
7. Keep approval_link in the approval request and the required signing link merge field in signer email content.
8. Select Send for Signing.

At least one field is required. Previewing does not send the contract. After sending, the source record's status is managed by eSigning.

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