Review and send: subject, message, expiry and reminders

The review step is the last screen before an envelope leaves. It holds the email your recipients will read, a summary of the files and people on the document, and the settings that decide how long the link lives and whether anyone gets chased.

What is on the review step

The left column is a summary you can still fix. Documents lists every file with its size, Recipients lists everyone with their role, field count and (when there is more than one) an In sequence or All at once pill. Both cards have an Edit link back to the step that owns them.

Below that sit the two things recipients actually see: Email subject and Message to all recipients.

Send settings, on the right, is where the behaviour lives.

Review and send, step by step

1. Check the Documents and Recipients cards. Anything wrong, click Edit on that card rather than starting over.

2. Edit the Email subject. It arrives pre-filled as your document name followed by "- Please sign", up to 200 characters.

3. Rewrite the Message to all recipients if the default note does not fit. It goes to every signer and CC on the envelope, up to 2000 characters.

   

4. Set Expiry. On, and the signing links stop working that many days after sending; off, and the envelope reads "This envelope will not expire." A fresh draft starts at your workspace's default, and the day count accepts 1 to 365.

   

5. Turn Auto-remind on to have pending signers chased for you. The line under the toggle names the real cadence, for example "Email pending signers every 3 days, up to 3 reminders", both of which your workspace admin sets. Automatic reminders need Growth or above.

6. Click Send for signature.

Team and Redirect on completion appear in the same panel when your workspace uses them. Save & exit in the header keeps the subject, message, reminder and expiry choices on the draft if you stop halfway. To hold the envelope for a set date instead of sending it now, see Schedule a document to send later.

What happens next

Signers get the email you wrote, one at a time on a sequential envelope or all together on a parallel one, and the document moves to In progress in your Documents list. Your subject line becomes the subject of their signing request, so a vague one is the fastest way to get ignored.

If you set an expiry, the deadline is measured from the send, not from when you wrote the draft. Reminders begin only after the interval has passed with no signature, and they stop the moment someone signs.

If something goes wrong

• "One or more signers have no signature field." Someone on the envelope has nothing to sign. Go Back to prepare, switch the tray to that recipient, and place a signature for them.
• "Add at least one signer recipient before sending." Every row is a CC. A CC receives the finished copy and signs nothing, so at least one row has to be a Signer.
• The Auto-remind row is missing entirely. Your admin turned automatic reminders off for the whole workspace under Settings > Policies. Manual reminders from the document page still work.
• The expiry box snaps back to a different number. It clamps to the 1 to 365 range, so 0 becomes 1 and 400 becomes 365.
• The Team dropdown is not there. Your workspace has no teams yet. See Share a document with your team.