Infinity3 Help Centre

Send an agreement for customers or colleagues to review and sign online.

Before you start

Prepare your document and check each recipient’s email address. Decide who needs to sign and who only needs a copy.

Assign the signatures

1. Open your draft under Payments → Documents & Contracts.
2. Add the required recipients.
3. Add a signature field for each signer and assign it to the correct person.
4. Check all required fields, including any internal signature.
5. If people must sign in sequence, enable Signing Order and arrange the recipients in the required order.

A recipient without an assigned signature field can be treated as a copy recipient rather than a signer. Check the recipient setup carefully.

Send the document

1. Select Send to open the sending options.
2. Review the sender, recipients and email template.
3. Adjust the email subject or message if needed.
4. Preview the message and confirm the send.

Each signer receives their own signing link. Ask them to use their own invitation rather than another person’s link.

Things to know

• Signing order can delay an invitation until earlier signers finish.
• Check the primary recipient before using personalised contact values.
• Test a sample agreement with internal recipients before using a new setup.

If the wrong person receives a signature field, contact Infinity3 with the document title and recipient details.