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将用于签名的文档插入到电子邮件中

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使用正确的文档和收件人上下文创建签名请求,然后使用请求的已发布签名链接或支持的撰写签名操作。发送前查看收件人。

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Hi there! Welcome to Elite Mail Suite. Let's share a document with more control, then prepare it for signing.

Sending a proposal is only the start of the conversation. A tracked document link helps you share the right version, choose how it can be accessed, and see which pages receive attention.

Let's open Files and documents, choose Tracked documents, and open the Atlas proposal. Preview the PDF first, so you know exactly what your recipient will see. Check the page order and readability before creating a link.

Show the page thumbnails and choose page two. Page thumbnails make a longer proposal easier to navigate. Now use the zoom controls for a closer look. Use the document zoom when you need to inspect small text; this changes your preview, not the original file.

Choose Create link to share, and give your link a name. Create a named link for this particular share. Turn off downloads, add a watermark, then create the link. Turning downloads off removes that option from the viewer; a watermark adds a visible reminder, without guaranteeing that a copy cannot be made.

Copy your new viewer link. Send the viewer link when you want this controlled reading experience. Attaching the original PDF instead gives the recipient a separate file.

Now check Maya's existing session: the pages viewed, and the time spent on each. Page views and time spent give you useful context for the next conversation. They are engagement signals, so ask about the proposal rather than assuming that a long view means approval.

For signing, choose one person, upload your PDF, and enter the signer. For a signature, prepare a separate signing request. Apply the starting layout, position the signature field, then add a note before sending. Check the signer, place the field on the correct line, and review your note before sending the request.

You've seen how to control a document link and prepare signature fields. Open the linked PDF guide for more detail. Thanks for watching!

请求 PDF 签名

  1. 选择签约模式

    打开签名请求。选择一个人、多人或只有我。对于多个签名者,请在共享的最终文档和单独的签名副本之间做出选择。

  2. 准备请求

    上传 PDF,输入签名者地址,然后添加消息。在构建器公开这些控件的位置放置并分配字段。

  3. 查看并发送

    在发送以供签名之前检查文档和收件人。仅对我使用“签名”和“下载”。

  4. 轨道完成

    查看查看/签名状态、签名/总进度、提醒和审核历史记录。发送文档、收件人和字段上下文锁定以保留签名记录。

在您的工作空间中

它看起来像什么

实际的签名请求具有虚构示例协议的工作区。

  1. 新的签名请求

    添加 PDF 并为预期签名者准备字段。

  2. 请求进度

    打开请求以查看签名者进度和已完成的记录。

实际的签名请求具有虚构示例协议的工作区。

实际的签名请求具有虚构示例协议的工作区。

  1. 新的签名请求

    添加 PDF 并为预期签名者准备字段。

  2. 请求进度

    打开请求以查看签名者进度和已完成的记录。

打开签名请求阅读完整的产品指南