Send for Signature

This type of Workflow should be used when you would like to send a Document to be signed by another person. Once you click this option you will navigate to the Workflow Setup Page with the first participant added. This will allow you to enter the information of the Participant for the Workflow. 

Watch the tutorial below on how to use the Send for Signature ad hoc Workflow.

To open the video in a new tab, click on this link: Ad Hoc Workflow: Send for Signature