Requesting Documents For your Signatories

Requesting Documents

It is possible to use SignatureSense to request documents from Signatories.  Real life examples might include:

• ID documents required following the signing of Terms of Business
• Qualification documents following a job application
• Lease agreements following the completion of a Property Questionnaire
• Certification documents following the signing of a Subcontractor Agreement

The Upload Flow

Once the Signatory has finished completing and signing the document, they are then taken to a step which lists all documents requested.

The Signatory can upload these immediately or come back later using the same signature request link they've received via email. 

If they are using a mobile phone they can take a photo of the document or on a PC they can upload an image or PDF document.

Accessing the Uploaded Documents

Once a document is uploaded, the original sender of the document is notified via email with a secure link to download a copy of the document.   SignatureSense does not email the document as an attachment for security reasons.

Configuring your Template to Request an Upload

To see how to assign an upload request to your document template please see the section "Upload Requests" in our template tagging guide.