The
links are sent out via email to the email addresses you have typed in step 2.
The
first signatory will receive an email:
· The
link to the documents is included in the email on a blue block called “Open
Document”,
· Once
the signatory has clicked in that block they will be taken to a web page and
· They
will receive an OTP to their cell phone,
· They
enter the OTP, accept terms and conditions, and open the document,
· Complete
required fields and signs.
Once
the first signatory has signed the document, you will receive an email informing
you of the signature and the next signatory will receive an email and
follow the same process as the first signatory.
The
link for each signatory to sign is sent in a cascading flow from the
first loaded signatory and only once the document has been signed by this
signatory does an email get sent to the second signatory, until the document is
fully signed.
You are able to track whether the link has been sent on the Dashboard under Recent Activity or on the Documents Home page. This tracking is updated real-time and a more detailed audit process is found inside "View Document"
The
second signatory will not receive the link to sign if the first signatory does
not sign.