How do the Independent Requests work on Signaturely?

In this brief guide, you will learn how to enable the Independent Requests in your Signaturely Business Plan, enabling your team members to send requests with their information displayed rather than the company's. To get started, follow these simple steps:

1) Log in to your Signaturely account

2) Navigate to the Company Settings.

3) Scroll down to de document Preferences and enable independent requests.

4) Save the updated settings. 

5) Start sending Signature requests independently

Here is a preview of how the requests will be displayed to the signers:

Independent Requests Enabled

Independent Requests Disabled

The name (A) and email address (B) of the team member from their profile settings will be displayed, rather than the company's information.

The company's name (A) and 'From' email name (B) from the Company settings will be displayed when Independent Requests are not enabled.

Please don’t hesitate to reach out if you have any questions about this feature.

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