Member Documents Send a document for signing Open the member’s profile and choose Documents. Select the option to send a document. Choose a document template. Review the recipient and signer details. Select the member or the appropriate contact when the form offers that choice. Complete any additional fields the template requires, such as a program or subscription. Confirm the email address and send the request. The recipient receives a link to review and sign the form. A document may also require a witness, depending on how its template is configured.
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