Prepare the request
1. Confirm the final wording, client name, dates, and attachments before uploading the file or using a template.
2. Place the required fields, choose the intended recipient, and check the available link validity and request settings. Preview each page.
Write a useful delivery message
State what the document is and ask for a specific action: “Please review and sign the service agreement by Thursday.” Include a contact for corrections.
Send the request through an enabled channel. When WhatsApp is used, send it to the intended recipient rather than a group conversation. Keep the request identifiable for later follow-up.
Follow up and verify completion
Check the request status before reminding the customer. If the file needs correction, identify the replacement version clearly and manage the earlier link according to the controls available in the account.
Once completed, inspect the PDF and store it with the customer record. Confirm how the completed copy will be shared, rather than assuming that a sent invitation includes the final document.
FAQ
Should I resend the same request if there is no reply?
First check its status, link validity, recipient details, and delivery channel. Resend or replace it only after identifying why the recipient has not completed it.
What if I discover an error after sending?
Tell the recipient to wait, correct the source document, and provide a clearly identified replacement request. Check what controls your account offers for the earlier link.