Preview, review and send

Preview

Step 5. Preview shows how the request will appear to each signer. Select each recipient and inspect every page. Confirm that only that recipient's assigned fields are active and that all fields are visible and correctly positioned.

Review and Send

Step 6. Review and Send checks document, signer and field readiness. Resolve any failed check before sending. The Readiness section shows available PAYG credits, request cost and expected balance after sending.

Read the sender declaration carefully. By accepting it, the sender confirms responsibility for authority, recipient information, document suitability and any legal or execution formalities.

Select Freeze and Send once. Do not refresh or repeatedly submit while processing. A successful send changes the request status and queues invitations. Sending consumes 3 PAYG credits per request, not per signer.