CloudSign Help Center

Sending documents

Sending documents

Requesting input into text fields, stamps, and checkboxes

Adding labels to text fields

Deleting a draft

Selecting multiple recipients, then specifying document routing order

Notifying third parties on concluded details with shared emails

Registering Contacts

Bulk sending function

Send documents using the bulk document sending function

“Send all reminders” to bulk sending recipients

Cancel documents sent as a bulk sending

Use CSV files as a convenient way to create documents

Setting an access code

Add message to the document sending email

Confidential function

Sending documents and concluding agreements in English

Sending documents and concluding agreements in Chinese

Allowing recipient to forward documents

Cancel a sent document

Sending reminders for sent documents

Checking input status of input fields

Utilizinge an original template

List of official templates available for use