Open a published document
Go to the Documents section and select the document you want to send. Make sure the document has a published revision before continuing.
Click Send Request
On the document page, click Send Request or Request Acknowledgment to open the request form.
Select contacts or a group
Search for and select one or more contacts, or choose an entire Group to send to all of its members at once.
Optionally override the attestation type
By default, requests use the attestation type set on the document. If you need to change it for this send, select the type you want:
- Acknowledgment — Recipients click to confirm they have read the document.
- Signature — Recipients type their name to sign.
What recipients see
Recipients receive an email with a link to a public attestation page. No login or account is required. From that page, they can read the document and complete the acknowledgment or signature. After completing the request, they can download a receipt confirming their response.You can also send requests from a person’s profile. Open a contact in the People section and use the request action from their profile to send requests for all documents assigned to them.