How-To: Email Templates To Specific People 📩

This feature allows you to easily send out templates for signature to specific individuals and track their signing status.

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🎥 Tutorial Video

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📖 Written instructions

1

Access Your SignME Template

Navigate to SignME in the side menu bar, and look for the contract template you want to send out. Click the Forward arrow to open the email modal.

2

Filling Out The Modal

You will need two things before you can send this template: at least one recipient email and a subject line.

Entering Email Addresses

Type an email address, then press Enter (PC) or Return (Mac) to attach that address. Attached addresses appear in a gray bubble.

Example: John's email is entered (gray bubble); Tom's is not.

Entered email example

3

Subject Line

Add any subject line you'd like. We recommend mentioning your production company or the show name for context (e.g., "Diners, Drive-ins, and Dives - Location Release Contract").

Subject line example

4

Body Copy

Edit the body copy if desired. A standardized message is provided by default; personalize it if you prefer.

Body copy example

5

Hit Send ✉️

After reviewing the recipients, subject, and body, click the Send button.

6

Checking Email Status

After sending, check status via the Email Document tab in the right sidebar. If the tab isn't visible, open the three dots at the bottom (Others) and click the Pin icon to add it to the sidebar.

On this page you can see:

• What document was sent

• Document status

• If signed, signer information

7

Clearing The List

Signed items are routed to the Signed Document folder. Clearing the list does NOT delete signed documents — they remain in the Signed Document folder.

To clear your list:

• Select Manage > Clear, or

• Select multiple documents and click the clear button at the top of the page.

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Need More Help?

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