Generate and send documents for e-Signature

1. Let's generate an NDA document from the Hubspot record. Click on the Generate Document arrow icon on the S-Docs Available Templates CRM card.
2. Click the Send for e-Signature button to start the process and send this document for e-Signature.
3. Include additional documents by clicking on the Add Document button.

Note: You will only be able to add documents that are associated with the same HubSpot record. If a document is associated with an "In progress" request for signature, you cannot add it to another request.

1. Click Next to view your recipients.
2. Now, let’s add the recipients for the two documents.
3. Preview your documents before sending by clicking Next.
4. You can navigate between the two documents by clicking the tab corresponding to the two documents in the top left.
5. Let's finalize and send the request out for signature by clicking Next.
6. Review the email content, ensure everything looks good, and send the documents out for signature by clicking on Send Documents.
7. To see the status of your signature request at any time, view it the S-Docs dashboard. Click on Go to e-Signature dashboard.
8. To examine the status of your e-Signature request, click on the name of the request in the S-Docs dashboard.
   
   Note: S-Docs has also updated the signature request audit trail to make it easy to determine where a request may be waiting.
9. Click on Copy Link to copy the link to sign on to your computer clipboard. You can also resend the email by clicking Resend.
10. To view detailed audit events, expand the document assigned to each specific signer.