Clicking the "Invite to Sign" button will open a window to configure the invitation. The email address you log in with will always be in the "from" field.
Instructions
- You will see a list of signing steps and their assigned roles. Enter the email address you would like to send an invitation to for each applicable role. For students, only send to MBU student emails. Click the "Customize Signer Email" arrow to edit the subject and message accompanying the invitation. Grayed out e-mail addresses are configured in the template.
- Choose a name for the document which will be generated by the invitation. For example, if you are sending a FERPA release form to 1021296@mobap.edu, you may choose to name the document "FERPA Release Form 1021296" to make it easy to find later.
- You can preview your template or edit a copy. If you need to make any changes to the template which only apply to an individual student, Editing a copy might be preferable to changing the entire template or creating a new document.
- Click "Send Invite" when you're ready to send the invitation.
Advanced Options
- For each signer, you can choose to customize the following:
- Authentication options: Add a password, text message, or phone call to the form. Signers will be required to pass the additional authentication in order to fill out the form.
- Allow forwarding: this option will allow the recipient to forward their invitation to someone else. Depending on the form, this is most likely not recommended.
- Show Decline on Signatures: This option will show a "decline" option to the invitee, reminding them of their option to refuse to sign a document.
- Days until expiration: invitations expire after 30 days by default. You can choose any length of time between 3 and 180 days.
- Send reminder in x days: schedule a reminder to go out after the specified number of days.
- MBU has not integrated a payment solution, however if one were integrated this setting would turn it on.
- On completion, you can choose who receives copies of the document and/or attachments. By default, a copy should be sent to all parties.
Sending Invites for Document Groups
When setting up document group templates, signing steps for each document are assigned to steps. You can see the steps for each form, along with the signing role assigned to those steps, listed under "Actions."
- Just like you would specify document names for regular invitations, start by specifying a name for the document group. Again, putting something like "Registration packet 1021296" so that it is easy to find is helpful.
- Specify the recipient, using an MBU email for students.
- Select the arrow next to email settings to customize the subject and message of the email, if you would like.
- When you're ready, hit send invite.
