How to send your document for signature?

DiliTrust CLM lets you send a contract for signature through a guided wizard called Set your signature process, in four simple steps: add your signatories, place the signature areas, personalize the email, and send.

✋ Before You Start

Before sending a document for signature, make sure you have:

• Imported the contract on the CLM or drafted the contract on the CLM;
• Completed and finished your summary sheet.

Only some users can send a document directly for signature. To learn more about the roles and features available, see the dedicated article. To learn more about validation/signature workflows, see the dedicated article.

Once you are ready, open the document and click Send or sign at the top right. The Set your signature process wizard opens on step 1.

⭐ Step 1 — Your signatories

Add the people who need to sign the document:

• Enter the Full name and Email of each signatory — the signature request is sent to that email address.
• Click Person in copy to add someone who should be notified and receive a copy of the signed contract, without signing.
• Click Add a signatory to include additional signatories.
• Use the Signatories sign one after the other toggle to define whether signatories sign sequentially (in order) or all at once.

Click Next to continue.

✍ Step 2 — Signatures areas

Define where each signatory must sign and add any complementary fields:

• Select your signatory in the drop-down list at the top left. You define the areas separately for each signatory.
• Add the required fields by clicking the field type, then clicking on the area of the document where it should appear:
  • Signature — where the signature is affixed (repeat to add several areas).
  • Date — where the date should appear.
  • Read and approved — where this notion should appear.
  • Text — free text (e.g. for context), filled by the person launching the signature.
  • Text Area — text to be entered by a signatory; you can add an indication of what is expected.
  • Email — where signatories enter their email address.
  • Initials — where initials appear; tick Apply on all pages to affix them on every page.
• Use the Select document to preview panel on the right to navigate the document (first page to last page) and check your placements.

Click Next to continue.

✨ Step 3 — Your message

Personalize the email that signatories receive:

• Language — choose the language of the email.
• Subject — the subject line of the email sent to signatories.
• Message — the general message sent to all signatories; you can customize it freely.
• List of signatories — on the right, select a signatory to send them a personalized message.

Using contract attributes in the signature email

Contract attributes allow you to automatically include information from the contract in your signature emails, such as the contract title, parties, dates, or other key details. This saves time, avoids manual data entry, and ensures that the information displayed in each email is accurate and up to date.

• Go to Configuration > Notifications.
• Go the signature email template and add the desired attributes using the @ feature.
• When the email is sent, these attributes are automatically replaced with the corresponding information from the contract.

Click Next to continue.

✅ Step 4 — Send

Review the summary before sending:

• The Sign in this order view lists the signatories in their signing order.
• Use the pencil icon to edit a signatory if needed.
• Click Send to launch the process — your request is sent automatically, either for validation before signature (if validation steps were defined) or directly for signature.