On this screen, you can add the name of the document and the note you would like participants to receive as well as anyone that needs to receive just a copy of the final document (CC.). Also, you can set any automatic reminders you would like to go to signers, and set an optional password that will be required before viewing the document.

Finally, all you have to do is click "Send” your document and it's on the way to the signer! You can also “Save” the document and send later.

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