Share Routing is a more efficient way to get documents signed and reviewed. Quickly select the people and order in which they need to receive a document and watch it move around automatically.
Below are the steps on sharing a document using Share Routing.
Click on the loop name to open the loop you need to share documents from.
You can click on the document name to select one document or use the checkboxes to the left to select multiple documents.
If you selected one document, use the overflow icon (three vertical dots) to find share in the dropdown.
If you selected multiple documents then there will be a blue share button toward the top right.
In the screenshot above, both buyers have already been added to the share route because they both have signature and initial fields assigned to them. If this is left as is then Sally will receive an email to sign the document first, once she has completed then Tom will receive the email to sign.
You can add a recipient to an existing step and this will allow all recipients in that step to receive notifications at the same time. We could also drag an existing recipient into a step.
If we need to add a new step, then we can click on ‘+ Add a new step’ under the routing order.
If you added a recipient or a step then you will need to select a recipient. Click on the dropdown arrow to see loop members and admins that you can share to.
Use the dropdown to the right of the permission to select a permission to share with. This permission can be different for each recipient.
You can add a private message to the right of each recipient. This will be visible in the email to the recipient.
You can also add a message to all recipients that will appear in each recipient's email notification.
When you’re ready. Click the Share button at the bottom of the screen.
If you want to see where your document is on the route you can view the route progress. Click on Route Progress above the document preview.