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Review your document and choose delivery settings

Check your agreement, set its deadline and reminders, and send invitations.

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Written by Baptiste Laget

Review & send is the final step before invitations go out. Check the document itself as well as the people and delivery options.

Review the agreement

  1. Read the PDF preview, including every page and signing field.

  2. Check the document name and files. Use Edit to return to the document step.

  3. Check Signing journey. Use Edit people to correct recipients or their order.

  4. Check Signing fields. Use Edit fields to change placement.

  5. Check any delays, conditions, and copy recipients.

Check the PDF and recipients on Review & send.

Check the PDF and recipients on Review & send.

Set the message, deadline, and language

Use Message to recipients (optional) to explain what you need them to do.

Set Signing deadline to a whole number from 1 to 90. The deadline is measured in days from sending.

Choose English or Français under Recipient language. This controls recipient emails, the signing page, and the signature certificate.

Set automatic reminders

  1. Open Reminders & recipient options.

  2. Select Automatically remind people who still need to act if you want automatic reminders.

  3. Set First reminder after (days) and Repeat every (days). Use whole numbers from 1 to 90.

  4. Choose an Expiration warning, or keep No extra warning.

Choose the deadline, language, and automatic reminders.

Choose the deadline, language, and automatic reminders.

If appropriate, enable Allow recipients to reassign their invitation. Reassignment is verified and recorded, and the original invitation stops working.

Check access and appearance

Open Team, privacy & appearance. Choose a team if needed, check Who can view this document?, and select an available appearance.

Only the participants keeps access to you and the document participants. Team members and participants also shares the agreement with the selected team.

Send the request

  1. Select I have reviewed the PDF and the signing fields.

  2. Select Send for signature.

  3. If RakeSign shows a problem, follow the message and correct the highlighted details.

The configured order and timing determine who can act first. Open the sent document to follow Signing progress.

If you are not ready to send, select Save draft. A saved draft does not send invitations.

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