Send the envelope
Once your document is uploaded, signers are added, and all fields are placed, you are ready to dispatch.
Review and send
- Click Review (or Next) from the field editor. A summary page shows:
- Document title and filename
- Each signer's name, email, and number of assigned fields
- Signing order (if sequential signing is on)
- Read through the summary to confirm everything is correct.
- Optionally, add an envelope-level message — a note that appears at the top of every signer's email.
- Click Send. Permissio dispatches the signing notifications immediately.
What happens after you send
| Time | What happens |
|---|---|
| Immediately | Signers receive email notifications (first signer only if sequential order is set) |
| On open | The signer's status updates to Viewed |
| On completion | The signer's status updates to Signed; the next signer (if sequential) is notified |
| All signed | Envelope moves to Completed; all parties receive the signed PDF by email |
Automatic reminders
Permissio sends an automatic reminder to any signer who has not completed within 3 days. A second reminder goes out at 7 days. Reminders stop once the signer completes or the envelope is voided.
To send a manual reminder at any time, open the envelope detail view and click Resend notification next to the signer — see Resend a notification.
Editing after sending
Once an envelope is sent, the document and field positions are locked. You cannot add, remove, or move fields. If you need to make corrections, void the envelope and create a new one.
Signer details (name and email) also cannot be changed after sending. If you sent to the wrong address, void and resend.