活動、文件和進階功能

將用於簽名的文件插入到電子郵件中

快速回答

使用正確的文件和收件者上下文建立簽章請求,然後使用請求的已發佈簽章連結或支援的撰寫簽章操作。發送前查看收件人。

喜歡觀看嗎?

查看實際效果

閱讀英文視訊文字記錄

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. 選擇簽約模式

    打開簽名請求。选择一个人、多人或只有我。對於多個簽署者,請在共享的最終文件和單獨的簽名副本之間做出選擇。

  2. 準備請求

    上傳 PDF,輸入簽名者地址,然後新增訊息。在建構器公開這些控制項的位置放置並指派欄位。

  3. 查看並發送

    在發送以供簽名之前檢查文件和收件人。僅對我使用“簽名”和“下載”。

  4. 軌道完成

    查看查看/簽名狀態、簽名/總進度、提醒和審核歷史記錄。傳送文件、收件者和欄位上下文鎖定以保留簽名記錄。

在您的工作空間中

它看起來像什麼

實際的簽名請求具有虛構範例協議的工作區。

  1. 新的簽名請求

    新增 PDF 並為預期簽署者準備欄位。

  2. 请求进度

    開啟請求以查看簽署者進度和已完成的記錄。

實際的簽名請求具有虛構範例協議的工作區。

實際的簽名請求具有虛構範例協議的工作區。

  1. 新的簽名請求

    新增 PDF 並為預期簽署者準備欄位。

  2. 请求进度

    開啟請求以查看簽署者進度和已完成的記錄。

打開簽名請求閱讀完整的產品指南