Sending Documents to Others
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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.
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
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.
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.
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.
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.
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.
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