Prepare the approved source
Choose the exact document that is ready to issue, rather than whichever file was most recently downloaded. Record its version in your working notes. The Signaturely help distinguishes signing a document yourself from sending it for others to sign. Choose the path that matches the intended participants. This guide is a preparation checklist, not permission to transmit a real agreement or accept its contents on another person’s behalf.
Configure people and fields together
Check each recipient against the role and the fields assigned to that role. A correct email address does not compensate for a field given to the wrong participant. Likewise, a correct layout does not establish that the recipient is authorized to sign. Keep viewer-only recipients separate and verify the intended sequence. Resolve unclear responsibilities before sending rather than expecting the recipient to explain a configuration they did not create.
Write a useful request message
Explain what the document concerns, which action is requested and whom to contact with a problem. Avoid putting unnecessary confidential detail into the email subject or notification text. If a deadline exists, use the actual agreed deadline, not artificial urgency. A recipient should understand the request without feeling pressured to sign something unfamiliar. A short, accurate explanation is more useful than a generic message claiming the process is effortless.
Retain the original request record
After sending, keep the request identifier and its relation to the source version. Record what the interface actually confirms. Do not equate an acknowledgement with delivery or a signature, and do not repeat the action merely because the recipient has not responded yet. If the outcome is uncertain, inspect the existing record before doing anything else. The preflight and audit guides describe the checks needed before and after that handoff.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- Send a signature request — Merchant documentation · help.signaturely.com · Merchant-controlled · checked 2026-09-21
- Available fields and recipient assignment — Merchant documentation · help.signaturely.com · Merchant-controlled · checked 2026-09-21