What is the optimal way to interact with my customer?

Hi Doug,

If you're referring to sharing your Signed Document with your customer, you can do so by sending them the document link or enabling the option to automatically email a copy after signing. Let me show you how:

1. In Signed Builder, click on the Send tab on the upper navigation bar and select the Share With Link tab on the left side menu.
2. Then, hover your mouse to the Public Link for Signer 1 field and click on the Copy Link button.

You can also use the Send to Sign feature. Let me show you how:

1. Under the Send tab in your Sign Builder dashboard.
2. Select the Send to Sign tab on the left side menu and click on the +Send Document to Sign button.
3. Enter your Signers Name and Email Address and click on the Send to Sign button.

Give it a try and let us know how it goes.

Thanks, I think this answers that question for me. If they fill out the document and sign it, does it come back to my account, or the email account, or both, or somewhere else?

Also, after previewing the document, I have a couple of more questions.

1. You can see in my document that I have some gray fields and some yellow fields. Ideally, I want the process to be that I submit the document to my signers, and they fill out the yellow fields. It then comes back to me. Is it possible to fill out the gray fields (which I fill out) only once, and not have to do it again? The gray fields will always be the same. However, I don't want the signers to see what is in the gray fields.
2. On the first page, can we highlight the Lease Start Date and the Lease Expiration Date in yellow, like the other yellow fields?
3. I am not sure of the difference between a submission and a signature. I believe that all of my submissions will have a signature, and there will be approximately 10-15 per month. If I exceed the 10 threshold by a couple, can I still use the free version, or pay some nominal amount without having to go to the $19.95 version.

Thanks,

Doug

Hi Doug,

I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

Thanks for your patience, we appreciate it.

After signing the document, both the filler and the document owner will receive a copy of the Signed Document in their email. Also, you can see your Signed Document in the Sign Inbox and keep track of the Signed Document. You can easily track the progress of your Sign Document. Let me show you how: 

1. On your My Sign Documents page, hover your mouse over your document and click on Sign Inbox.
2. In Sign Inbox, you can view all your documents and filter them by tabs like Waiting for My Signature, Waiting for Others, Completed, Canceled, and Declined.

We also have a guide about How to Track the Signing Process of Other Parties that you can check out.

To avoid confusion, I moved your other question to a new thread and helped you with that here:

• How can I hide data from other signers?
• How can we highlight the Lease Start Date and the Lease Expiration Date?
• What is the difference between a submission and a signature?

Give it a try and let us know if you need any help.