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  1. ValidSign Support Center
  2. ValidSign
  3. Send a transaction

Send a transaction

  • Send out a document through your ValidSign dashboard
  • Creating and using templates
  • Transaction settings
  • Using the optional signature
  • Edit/modify transaction
  • Adding fields to a document
  • Request an attachment from a signer
  • Set a signing order and / or document order
  • How do I set up additional (SMS) authentication? (2 factor authentication)
  • How do I delete a signer?
  • Creating bulk transactions
  • Can I also only have a document approved or have it approved instead of signing it?
  • Error message upload document in ValidSign: embedded files
  • Dynamic signing order
  • Creating a template
  • Send signing request with iDIN
  • Set visibility of documents per signer Adjust visibility
  • Required fields
  • Can I hide documents from certain signers?
  • Additional settings for a transaction or individual signer
  • How do I send a reminder?
  • Set visibility of documents per signer Adjust visibility
  • Sending a document with ValidSign
  • Sending a reminder to sign
  • Click signature or capture signature?
  • Review a requested attachment in ValidSign
  • Recipient settings
  • Working with layouts and the difference between a template and a layout
  • Using an automatic reminder schedule
  • Request or require an attachment / upload from a signer
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