Send for signature

Send a document to recipients, track status, and review the signed result.

6 min readUpdated July 2026

Send the document

  • Open the document detail
  • Choose Send for signature
  • Add recipients and signer roles
  • Review subject and message
  • Send the request
Video walkthrough placeholder showing send modal, recipient setup, public signing page, pending status, and signed completion.
Video: Send document for signature
Video walkthrough placeholder showing send modal, recipient setup, public signing page, pending status, and signed completion.
Send for signature modal with recipients, signer roles, email message, expiration, and send button.
Send for signature modal with recipients, signer roles, email message, expiration, and send button.

Recipient experience

  • Recipient opens a secure public signing link
  • Required fields guide them through the document
  • Completion updates the document status in Flowforce

Common issues

  • Recipient did not receive email — resend and verify email address
  • Status stuck pending — check whether all required signers completed
  • Wrong recipient — cancel and resend when policy allows

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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