# Sending Documents to Others

### Sending Documents to Others

Once all participants are added, workflows are configured, and additional settings are completed, the initiator clicks **Next** to initiate the envelope.

In this flow, the initiator does **not** sign the document. Clicking **Next** directly sends the document to the configured participants for their signature or review.

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### Envelope Initiation Confirmation

After the envelope is initiated, a confirmation screen is displayed indicating that the document has been successfully sent to participants for their signatures and reviews.

This message confirms that:

* The envelope has been created successfully
* The signing workflow has started
* Notifications have been triggered to all configured participants based on the defined workflow

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### Email Notification to the Next Participant

Based on the configured workflow (serial or parallel), participants receive an email notification when it is their turn to act.

Each email contains:

* Document details (document name, sender, and date)
* A **Review and Sign** action button

This notification indicates that the document is pending the participant’s signature or review.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FPutNzNPA363y2TGy6jeu%2Fimage.png?alt=media&#x26;token=f7a18dbf-b05d-4e31-8e5d-d4de7171218d" alt=""><figcaption></figcaption></figure>

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### 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.

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### 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 status of each participant (completed, pending, or not started)

This provides clear visibility into the overall signing progress and the position of the participant in the workflow.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F3rdxUKXRGDtLrjCCA1W6%2Fimage.png?alt=media&#x26;token=263aa9f0-50ca-4deb-84cb-81d76ead0e88" alt=""><figcaption></figcaption></figure>

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### Completing the Signature

After reviewing the document, the participant:

* Applies their signature
* Clicks **Sign & Finish**

The document then progresses based on the workflow configuration:

* In **serial workflows**, the document is sent to the next participant in sequence.
* In **parallel workflows**, the document continues collecting signatures from remaining participants simultaneously.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FRqZFIu8kCmI2LmSDG7Y3%2Fimage.png?alt=media&#x26;token=b59a1dac-2e7e-4b93-b2ea-d51a1ff6ac23" alt=""><figcaption></figcaption></figure>

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### Completion of the Workflow

Once all participants have completed their actions:

* The document status is updated to **Completed**
* A completion email, along with the signed document and audit trail, is sent to **all participants**
* The signed document is available in **Doc Store** for future access
* Audit logs and signing details are preserved for compliance and verification

This marks the successful completion of the multi-participant signing workflow.
