How to Send a Document for Signing
Sending a document for signature is the core action in Tenrion. Here’s the complete walkthrough.
Before You Start
Make sure your document is ready:
- PDF is the preferred format (other formats are automatically converted)
- All text is final — content cannot be edited after the envelope is sent
- You have the email addresses of all signers
Creating a New Envelope
An envelope is a Tenrion package that contains one or more documents and is sent to one or more signers.
- From the dashboard, click New Envelope
- Give the envelope a descriptive name (e.g., “NDA — Acme Corp — March 2025”)
- Click Add document and upload your file
You can add multiple documents to a single envelope — they’ll be presented to signers as one signing session.
Adding Signers
- In the Recipients section, click Add signer
- Enter the signer’s name and email address
- Repeat for each signer
Signing Order Options
Sequential — Signers are notified one by one, in the order you set. Signer 2 doesn’t receive their invite until Signer 1 has completed. Good for internal approvals before external signing.
Parallel — All signers receive the invite simultaneously. Good when order doesn’t matter and you want the fastest possible turnaround.
CC Recipients
Add people who should receive a copy of the final document but don’t need to sign. They’re notified when the envelope is complete.
Placing Fields
Fields tell each signer where they need to act. Tenrion offers:
| Field type | Purpose |
|---|---|
| Signature | Drawn, typed, or uploaded signature image |
| Initials | Abbreviated signature for individual pages |
| Date signed | Auto-filled with the signing date |
| Full name | Auto-filled from signer profile |
| Text | Free text input (address, reference number, etc.) |
| Checkbox | Yes/no agreement |
| Dropdown | Multiple-choice selection |
To place a field:
- Select the field type from the left panel
- Click on the document where you want the field
- Resize by dragging the handles
- Assign the field to a specific signer using the colour selector
Setting the Message
Add an optional subject line and personal message. The message appears in the signer’s invite email.
Sending
Review your envelope summary — document, signers, and fields — then click Send. Signers receive their invite immediately.
Tracking Status
From the Sent tab, you can:
- See which signers have opened the envelope
- See who has completed their signature
- Send a manual reminder to any pending signer
- Void the envelope if it needs to be cancelled
Related: Creating and Using Templates · Understanding Audit Trails