Sending a document for e-signature

Send documents directly from a client's Files page to collect legally binding e-signatures. Recipients receive an email with a secure link to review and sign the document. Prospo tracks the status through to completion.

Steps

1. Open the client's profile and click Files

2. Upload the document if it's not already there — supported formats: PDF, DOCX

3. Click Send for Signing on the file

4. Add the signing recipients. Each recipient needs a name and email address. At least one recipient is required.

5. Place signature fields on the document — drag fields onto the pages where each recipient needs to sign, initial, or date

6. Click Send

Each recipient receives an email with a link to open and sign the document. The file status in Prospo updates to SENT immediately. Once all recipients have signed, the status changes to COMPLETED and a signed copy is saved to the client's Files page.

Tracking status

Open the client's Files page and find the document to see its current status:

• SENT — sent to recipients, waiting for signatures

• COMPLETED — all parties have signed

• VOIDED — the envelope was cancelled before completion

Click the document to open it and see which recipients have signed and which are still pending.

Voiding an envelope

You can void a document at any time before it reaches COMPLETED status. Voiding cancels the signing request and notifies all recipients.

1. Open the client's Files page and find the document

2. Click the More (⋮) icon on the file row and select Void

3. Confirm the action

A voided document cannot be reopened. Upload a new version and send it for signing again if needed.

Troubleshooting

"Send for Signing" not available — The file format is not supported. Only PDF and DOCX files can be sent for e-signature.

Recipient didn't receive the email — Ask them to check their spam or junk folder. Resend from the file's More (⋮) menu if needed.

Document already signed by some but not all — The envelope stays in SENT status until every recipient has signed. You cannot remove a recipient once the envelope is sent.