For the complete documentation index, see llms.txt. This page is also available as Markdown.
Sending Documents to others
Sending Documents to Others
Once the initiator completes their signing in an I will sign with others workflow, the document is automatically sent to the next participant based on the configured signing order.
Email Notification to the Next Participant
The next participant in the workflow receives an email notification containing:
Document details (name, sender, date)
A Review and Sign action button
This email indicates that the document is pending their signature or review.
Accessing the Document for Signing
When a participant clicks Review and Sign:
External participants are taken directly to the document signing page via the secure signing link.
Internal participants are redirected to the emSigner login screen and, upon successful login, are taken to the signing interface.
Once accessed, participants can review the document and proceed with their assigned action.
Viewing the Signing Order
Participants can view the Signer Order Diagram to understand:
Who initiated the document
All participants involved in the workflow
The current signing status of each participant (completed, pending, not started)
This provides clear visibility into the overall signing progress.
Completing the Signature
Once the participant:
Reviews the document
Applies their signature
Clicks Sign & Finish
The document moves forward in the workflow:
If additional participants remain, it is sent to the next signer
If all participants have completed signing, the workflow is marked as completed
Completion of the Workflow
After the final participant signs:
The document status is updated to Completed
All internal participants can access the signed document from Doc Store
Audit trail and signing details are preserved for reference and compliance
