---
title: "Send with SignNow"
url: "https://docs.signnow.com/docs/send-with-signnow"
type: "page"
section: "Integrations"
slug: "send-with-signnow"
---

# Send with SignNow

## Send with SignNow

Select a document, click on the actions menu and pick **Send with SignNow**.

![](https://marketing-static.signnow.com/441/images/docs-signnow/sharepoint/send-with-signnow.jpg)

In the pop-up window, you can rename your document or leave as it is. Click **Continue** once ready.

![](https://marketing-static.signnow.com/671/images/docs-signnow/sn-documentation/open_1.png)

The document opens in SignNow editor.

![](https://marketing-static.signnow.com/441/images/docs-signnow/sharepoint/start-adding-fields.jpg)

At this point you can prepare a document for signing: add signers, assign roles to them, set the order of signing, and add fillable fields.

**1) Signing Step 1**

At Signing Step 1, add the signers who have to sign this document first. Feel free to add multiple signers. All signers within one step receive the document at the same time.

**2) Add Signer’s address and assign a role**

Signer Role - the identifier that helps you assign specific fields to specific signers, e.g. Signer 1, CEO, Contractor.
At this stage, you can add email addresses for each Signer role or simply add roles and assign the recipients later, while forming an Invite.

**3) Add a role**

Click the blue button to add a Signer role.

**4) Signing Step 2**

Here add the recipients who should receive the document after all Step 1 signers.

**5) Cancel Inviting**

If you click Cancel Inviting, all your edits with Roles and Signing Steps will not be saved.

**6) Start adding fields**

Drag and drop fillable fields anywhere on the document and assign them to the roles you’ve created.

![](https://marketing-static.signnow.com/441/images/docs-signnow/sharepoint/start-adding-fields-2.jpg)

![](https://marketing-static.signnow.com/441/images/docs-signnow/sharepoint/add-fields.jpg)

1. Click **Edit Signers** if you’d like to add, edit, or remove Signer roles
2. Select any type of field from the list and drag it onto the document
3. Resize the field by dragging the pinpoints. The asterix in the corner means this field is required.
4. When you click on the field, the field menu opens on the right. Uncheck the _Required_ box, if you don’t need this field to be required.
5. Assign a role from the dropdown menu. Click **Add role** to add another signer.
6. Click **Save and Invite** when you’re done.

The _Review and Send_ page opens. Customize the email subject and message for every signer. Click _Apply Email To All Roles if it fits_.

![](https://marketing-static.signnow.com/441/images/docs-signnow/sharepoint/review-and-send-1.jpg)

When you’re done, click **Send Invite**.

![](https://marketing-static.signnow.com/441/images/docs-signnow/sharepoint/review-and-send-2.jpg)

**Edit document** opens the Roles and Signing Steps page.

**Advanced Options:**

- _Authentication type_ (for Signer identity verification): Password, Text Message, or Phone Call
- _Days Until Expiration_: how long before this Invite expires
- _Send Reminder in X Days_: set this value to send a reminder to the invitee in x days from today. Setting this value to 0 will send no reminder email.
- _Send Reminder every X Days_: the recipient will get a reminder email every set amount of days.
- _Send Reminder in X Days before Expiration_: the recipient will get a reminder email in the set amount of days before the Invite expires.
- _Allow Forwarding_: the recipient can forward this email to another recipient
- _Allow Recipient to Decline to Sign_: the recipient may decline the Invite.

![](https://marketing-static.signnow.com/441/images/docs-signnow/sharepoint/advanced-options.jpg)

When you send out the document, you’ll see it in your SignNow account. When your Invite is sent, there are a few changes you can still make:

![](https://marketing-static.signnow.com/444/images/docs-signnow/invite-options.jpg)

- _Cancel the Document invite_ for a specific recipient
- _Replace Signer_: send the same Invite to a different recipient
- _Resend Invite_ in case the email gets filtered out
- _Change Expiration_: change the date when this Invite expires.

When the recipient with Signer 1 role opens the document, they see only the fields assigned to them.

![](https://marketing-static.signnow.com/444/images/docs-signnow/signer-view.jpg)

When all Signers are done, you’ll receive a signed copy in the same folder that you’ve sent the document from.

![](https://marketing-static.signnow.com/441/images/docs-signnow/sharepoint/signed-invoice.jpg)


---
*Full page: https://docs.signnow.com/docs/send-with-signnow*