Before sending
Confirm that the document says Ready to send in GetsYou Sign. Open its field mapping if you need to check signer roles or required fields.
Send it
- Open the contact or property connected to the agreement.
- Find the documents or signatures section.
- Choose the ready template.
- Match each signer role to the correct person and email address.
- Review the subject and message, then send.
GetsYou creates a fresh signing packet for that deal. The reusable template is not overwritten.
Track progress
The deal shows whether each signer was sent the request, viewed it, signed, declined, or needs another action. Use the document actions to resend, correct a recipient, cancel an unfinished request, or download the completed PDF and audit materials when available.
If a signer has not received the email, verify their address first, then resend from the document—not by creating a second contract.