Sending an Envelope from a Template

Start a new envelope

1. Go to Envelopes and click New envelope (or start from a template's own page).
2. Choose an active template. Its roles are loaded automatically.
3. For each role, enter the real recipient's name and email address.
4. If the template has merge fields (values that get inserted into the document text, like a company name or amount), fill those in next.
5. Review everything — title, message, expiration date — and click Send.

What happens after you send

SignFlow emails each recipient (or the first tier of recipients, if sequential) a unique, secure signing link. You can track progress from the envelope's detail page and its audit trail, which logs every view, field save, and signature in real time.

Changing your mind

Before anyone has signed, you can usually void or resend an envelope. Once a recipient has completed their part, that portion is locked in — see "Understanding Signing Order" for how completions unlock the next step.