What are the things to consider before you can prepare a document via email
The author should have a Twala Sign account for them to prepare and send a document.
For the participants, they should have an active email address to receive the document invites.
How to prepare a document via email
1. To prepare a document via email, the user could either click the “prepare document” button on the dashboard or go to the documents page and then click the “prepare document” button.
2. Next, choose “simple document”.
3. Once the document loads, the user can upload or drag the file/s which will be included with the prepared document. The uploaded file/s should not exceed the 20 MB limit or else it will trigger an error.
4. Next, add the participants under “Who needs to participate on this document?”. Here, the author could add the participants by inputing their name and email, they could also add themselves as a participant by clicking the “include me” button. This is also the section where the author could assign the participant’s role such as the following:
Signatory - This role is given to a participant which will sign the document.
Approver - This role is given to a participant which will approved the document.
Recipient - This role is given to a participant that will only received a copy of the document once the document is completed.
5. There is an option for the author to write a message that will reflected on the document invite on email. It is commonly use to give instructions and recall aforementioned details to inform the participants involved with the document.
6. Choose the document security as "via email". In this type of document security, the participants were not required to create a Twala Sign account. Since this document security is less stricter than others, there is also an option to set a password to still ensure the security of the document.
7. Then, click the “Prepare document” button.
8. Once the document has load, add the necessary fields on the document.
Standard Fields
Signature field
Text field
Checkbox
Radio Button
Auto fill Fields
Date Signed
Name
Initials
Email
9. Click “Send”.
Once the document is already sent the participants, they will receive a notification that will notify them that they have receive a document invite.
Note: If the author is added as a signatory or approver, they will be automatically redirected to the signing page where signatories and approvers signs or approves the document.
How to sign a document via email
On email, check the inbox for a document invite, then click it.
2. Click the "Sign Document" button.
3. If the document requires a password, get the set password by the author and input it on the field then click submit.
4. Once the document loads, attached the signature and fill-out required fields within the document.
5. After accomplishing all fields, click "finish".
After signing the document, a page will appear which indicates that the document is signed successfully. The author and participants will also received an email containing the copy of the completed document.
How to approve a document via email
1. On email, check the inbox for a document invite, then click it.
2. Click the "Approve Document" button.
3. If the document requires a password, get the set password by the author and input it on the field then click submit.
4. Once the document loads, the approver has an option to affix an annotation.
5. Then, click the "approve" button.
After approving the document, a page will appear which indicates that the document is approved successfully. The author and participants will also received an email containing the copy of the completed document.
