Preview and send a document

Do the final review and start the signing workflow.

1. Open Preview

   Open Preview.

   Review the completed envelope.

2. Verify the workflow

   Verify documents, recipients, roles, order, and fields.

3. Select Send Document

   Select Send Document.

   Open delivery options.

4. Choose delivery

   Select email delivery unless an approved API or direct-link workflow will distribute access.

5. Write the message

   Set Reply-To, subject, and a clear message.

   Create a clear signing request.

6. Send once

   Select Send once and wait for confirmation.

   Important: Do not click Send repeatedly — it can create duplicate notifications.

7. Verify the status

   Open document details and verify Pending status and recipient statuses.

   Result: The workflow has started and recipients have been notified.