Sending an Envelope for Simple Electronic Signature (SES)

Video Tutorial:

Sending an Envelope

Log in to the Nota Sign dashboard, navigate to Agreements > Send an Envelope.

Step 1: Upload Documents

Upload files to your envelope:

• Click or drag and drop files into the Add Documents area.

• You can upload multiple files, up to a total size of 100 MB, in common formats such as PDF, Word, Excel, PNG, JPG, and more.

Step 2: Add and Configure Recipients

Add Recipients

1. Enter the Name and Email Address of each recipients.

2. Click Add Signer to include additional participants.

1. Below the recipient information, locate the Select Signature Type option.

1. In the list, specify the recipient's signature type as Electronic Signature or Digital Signature.

Note:If your workspace has not purchased any digital signature volume, the system will only display the Electronic Signature option.

Configure Additional Settings (Optional)

​​SMS Notification​​: Enable to send signing notifications via SMS (requires international SMS credits).

Access Code: Restrict access by requiring recipients to enter an access code.

1. Click ​​Custom > Enable Identity Verification > Access Code.

2. Input a custom access code.

3. Click the Copy icon to share the code with recipients securely.

Signing Order​​: Enable if signers must sign in a specific sequence.

1. Select Sign in Order.

2. Drag and drop signers to arrange the desired order.

Step 3: Set Envelope Details

1. Envelope Subject​: Automatically populated from the document name; you may edit it.

2. Expiration Date: Specify a signing deadline (defaults to 90 days from envelope creation).

3. Customize Reminder Frequency: After an envelope is sent, signing reminders are automatically sent at the specified interval (in days) to recipients who have not yet completed their signatures.

• In standard (parallel) signing: All unsigned recipients receive reminders according to the set frequency.
• In sequential signing:
  • Only the recipient currently due to sign receives reminders;
  • Recipients who have already signed will no longer receive any reminders;
  • Recipients in subsequent signing steps will begin receiving reminders only after the previous signers have completed their actions—and only when it becomes their turn to sign.

Optional Fields:

Add Message: Internal message shown in the envelope summary.

Add CC : Include observers who will be notified upon envelope completion.

1. Click ​Next to proceed​​.

Step 4: Setting Signing Controls

The signing settings page is mainly used to set controls; it distinguishes between:

1. Recipient settings: Different recipients can be selected to perform control settings respectively;

2. Control setting panel: Necessary filling controls and seal locations can be set for the recipient;

There are two types of controls provided by Nota Sign:

• Signing controls: Signature, Seal, Signing Date;

• Filling controls: Text, Checkbox, Image, Attachment;

-For recipients with dual tasks of filling and signing, all content for that node can be completed with a single submission. Please check all required fields before submission to ensure the signing process proceeds smoothly.-

After clicking a control, properties can be configured on the right:

• Recipient: Specify who needs to fill this control;

• Is Required: Set whether filling is mandatory;

• Control Name: For easy identification of control content;

• Usage Tips: Set guiding instruction text;

• Default Content: Set pre-filled text content;

• Font Style: Supports Bold, Italic, and Underline;

• Font Type and Size: Supports multiple fonts and sizes (12px–28px).

1. Document body preview area: Provides a preview of the uploaded document and allows setting corresponding controls for it;

2. Document list navigation area: Allows browsing and quick navigation to the corresponding documents.

Operational steps:

1. Select Recipient

Switch between different recipients in the upper left corner of the page

The system will automatically display available controls based on the "Signature Type" you selected in the previous step.

1. Set Recipient Controls

• Select a control from the control panel on the left;

• Drag it to the corresponding position in the document body area.

1）If the signer is designated for Electronic Signature, only electronic signature type controls can be placed.

2）If the signer is designated for Digital Signature, only digital signature type controls can be placed.

Step 5: Sending Signing Invitation

After completing control settings, click [Send] in the upper right corner of the page to send the envelope.

Recipients will receive a signing email or SMS sent by the system; they can click the link to enter the document for signing.

- Once successfully sent, one envelope quota will be deducted. -