I have just downloaded the mobile app. I want to create a folder to include several templates to send to clients for signatures. Here are the directions for “Send from a Mobile Device” along with the problem I’m having. Please advise. I appreciate your help.
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1Tap the + icon to start an envelope.
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2 Add Document(s) from the source of your choosing (such as a scan, email, cloud storage, or others). Or search for and use a saved template for agreements you send regularly. Tap Next. I do not have an “Add Document(s)” option, only “Request Signatures” or “Sign Document”.
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3 Add Recipient(s), choosing from Me, Only Others, or Me + Others. Select the recipient's role (Needs to Sign (default), In-Person Signer, or Receives a Copy), and add the recipient's name and email address. Tap Save. Repeat to add additional recipients. Tap Next.
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4 Add Fields by selecting and dragging them directly to your document, using each signer's unique color. Or, use auto-tagging if prompted. Tap Next.
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5 Modify the Email Subject and add an optional Email Message if you choose.
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6 Tap Send to complete the sending process.