How do I send an uploaded PDF for signature?
Open the PDF in your Documents, choose Send this PDF for signature, add each signer with a name, an email address and a role, and send. Each signer gets a private link; when the last person has signed, the signed copy is emailed to you and to each signer. It is part of Pro.
This works for a PDF you uploaded. A contract made from one of your templates is sent as described in "How do I send a document to be signed remotely?". It is part of Pro.
Sending it
- Open Documents under Properties. A PDF you uploaded is kept with the contact it belongs to: choose Open contact, then open the PDF you want signed.
- In its window, find Send this PDF for signature and read the note: a remote signature shows access to an email address, not who the person is.
- Type the first signer's name and email address and choose their role. Choose Add another signer for each further person.
- Choose Send for signature.
Everyone gets a private link of their own at the same time and can sign in any order. You never see the link itself, so it cannot be forwarded by mistake. A link expires after two weeks.
Following it up
Each signer appears with a status. Opened means they have read the PDF but not signed. Signed shows when they signed. If you change your mind, cancel the links that are still unused: they stop working at once and show Withdrawn.
The signed copy
When the last person has signed, the signed copy is ready. You can download the signed file, and it is also emailed to you and to each signer. If an email went missing, choose Make or re-send the signed copy.
What can be sent
The PDF must be an ordinary one. A PDF larger than 7 MB, with more than 100 pages, protected by a password or already carrying a digital signature cannot be sent this way. Make a plain copy with Print to PDF or Save as PDF and upload that. A document that already has signatures cannot be sent again.
A remote signature records that someone with access to that email address signed. It does not check who they are, and Housing Market Group does not tell you what it means under any country's law: ask your own adviser before you rely on it for something that matters.