How to Send a Document for E-Signature

Strev allows you to send documents for e-signature in multiple ways depending on where your file is located. Follow the options below.

Option 1: From Documents (Create Module)

1. Go to Documents → Create.
2. Locate your document in the list.
3. Right-Click on the document that you intend to send for esignature.
4. Select Send for eSignature.

This is the fastest way if your document is already created inside Strev.

Option 2: From Within the Document Editor

1. Open your document.
2. Click the Actions (⋮) menu on the top right.
3. Select Send for eSignature.

Use this when you are already editing or reviewing the document.

Option 3: From Smart Repository

1. Go to Documents → Smart Repository.
2. Right-click on the file you want to send.
3. Select Send for eSignature.

This works for files stored in your repository without needing to open them first.

Option 4: From the E-Signature Dashboard

1. Go to Sign from the left menu.
2. Click Send for Signature (top right).
3. Upload or select a document.

This is useful when starting a new signature request directly.

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After Clicking “Send for eSignature”

Regardless of how you start, the process is the same:

Step 1: Enter Request Name

• Add a Request name
• This helps you track the signature request in the dashboard

Step 2: Add Recipients

1. Click Add recipient
2. Enter:
   • Email
   • Name

Optional:

• Add me → include yourself as a signer
• Send in order (enabled by default)
  • ON → signers receive the document one at a time (sequential)
  • OFF → all signers receive it at the same time (parallel)

You can also reorder recipients using the drag handle on the left.

Step 3: Add a Message (Optional)

• Use Note to all recipients to include instructions or context
• This message will be included in the email notification

Step 4: Configure Settings (Optional)

Click More settings to expand:

• Send automatic email reminders → toggle ON/OFF
• Days to complete → deadline for signing
• Send a reminder every (days) → frequency of reminder emails

Step 5: Review Document

• The selected document will appear under Documents
• Confirm that the correct file is attached

Step 6: Send for Signature

1. Click Send
2. The request will be created and emails will be sent to recipients

After Sending

• Track progress in Sign (E-Signature Dashboard)
• Status updates include:
  • Draft
  • Sent for Signing
  • Completed

Notes

• Recipients do not need a Strev account to sign
• Signing order depends on the Send in order setting
• Automatic reminders help reduce delays
• A completed copy is saved once all signatures are collected