Serial Email Signature Routing For Free

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How to send a PDF for signature
How to send a PDF for signature
01
Choose a document in your pdfFiller account and click signNow.
Screenshot 1
How to send a PDF for signature
02
Add as many signers as you need and enter their email addresses. Move the toggle Set a signing order to enable or disable sending your document in a specific order.
Note: you can change the default signer name (e.g. Signer 1) by clicking on it.
Screenshot 2
How to send a PDF for signature
03
Click Assign fields to open your document in the pdfFiller editor, add fillable fields, and assign them to each signer.
Note: to switch between recipients click Select recipients.
Click SAVE > DONE to proceed with your signature invite settings.
Screenshot 3
How to send a PDF for signature
04
Select Invite settings to add CC recipients and set up the completion settings.
Click Send invite to send your document or Save invite to save it for future use.
Screenshot 4
How to send a PDF for signature
05
Check the status of your document in the In/Out Box tab. Here you can also use the buttons on the right to manage the document you’ve sent.
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Serial Email Signature Routing Feature

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Introducing the Serial Email Signature Routing feature, designed to simplify and streamline your email communication process.

Key Features

Automatically route emails to designated recipients
Sequential signature routing for multiple recipients
Customizable routing rules based on sender or recipient criteria
Easy setup and configuration to suit your unique workflow

Potential Use Cases and Benefits

Support ticket management: Ensure each ticket receives the appropriate response by routing emails to the right support team members in a predetermined order, enhancing efficiency and reducing response time.
Sales lead allocation: Assign incoming leads to different sales representatives in a consistent and systematic manner, eliminating overlap and providing a fair distribution of opportunities.
Approval workflows: Enable the sequential routing of emails for approval processes, ensuring that each approver receives the request in a predefined order, leading to faster decision-making.
Project collaboration: Route project-related emails to team members in a sequential manner, ensuring everyone stays informed and has the opportunity to contribute.

With the Serial Email Signature Routing feature, you can say goodbye to missed emails or confusion about who should respond next. It simplifies collaboration, improves response times, and enhances overall productivity. Save time and streamline your communication process with this powerful and customizable feature.

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How to Serial Email Signature Routing

Stuck with different applications for creating and managing documents? Try this solution instead. Use our document management tool for the fast and efficient workflow. Create forms, contracts, make template sand other useful features, within one browser tab. You can use Serial Email Signature Routing with ease; all of our features, like orders signing, reminders, requests, are available instantly to all users. Pay as for a basic app, get the features as of pro document management tools. The key is flexibility, usability and customer satisfaction. We deliver on all three.

How-to Guide

How to edit a PDF document using the pdfFiller editor:

01
Drag and drop your template to the uploading pane on the top of the page
02
Choose the Serial Email Signature Routing feature in the editor's menu
03
Make the needed edits to your file
04
Push “Done" button to the top right corner
05
Rename the form if needed
06
Print, email or download the template to your desktop

Video Review on How to Serial Email Signature Routing

How to Use the Serial Email Signature Routing Feature in pdfFiller

The Serial Email Signature Routing feature in pdfFiller allows you to easily route documents to multiple recipients for sequential signing and approval. Follow these steps to use this feature:

01
Open the document you want to send for signature in pdfFiller.
02
Click on the 'SendToSign' button located in the top right corner of the screen.
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In the 'SendToSign' window, click on the 'Add Recipients' button.
04
Enter the email addresses of the recipients you want to send the document to. Separate multiple email addresses with commas.
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Click on the 'Serial Routing' option.
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Drag and drop the signature and other fields onto the document where you want the recipients to sign or provide information.
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Customize the email message that will be sent to the recipients. You can add a subject line and a personalized message.
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Click on the 'Send' button to send the document for signature.
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Each recipient will receive an email with a link to sign the document. They will be able to sign the document in the order specified in the routing.
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Once a recipient signs the document, it will be automatically forwarded to the next recipient in the routing.
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You will receive notifications when each recipient signs the document.
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Once all recipients have signed the document, you will receive a notification and the signed document will be available in your pdfFiller account.

Using the Serial Email Signature Routing feature in pdfFiller makes it easy to streamline the signing and approval process for documents that require multiple signatures. Give it a try and experience the convenience and efficiency it offers!

What our customers say about pdfFiller

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Anonymous Customer
2015-01-29
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2016-01-13
I had trouble with printing but being the stubborn person I am, I did not request help. I did manage to print after a while. When I did complain, they listened and made a correction on the bill. I'm quite happy with the program now.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Suggested clip Easy Digital Signatures in SharePoint - YouTubeYouTubeStart of suggested clipEnd of suggested clip Easy Digital Signatures in SharePoint - YouTube
The key elements of a professional email signature include your name, title, company and phone number. You may also include an address and your company's website. But don't include your email address that's redundant and unnecessary.
Suggested clip How to Design a Custom Email Signature in Gmail — YouTubeYouTubeStart of suggested clipEnd of suggested clip How to Design a Custom Email Signature in Gmail — YouTube
Emphasize your name, affiliation, and secondary contact information. Keep colors simple and consistent. Use design hierarchy. Include a call-to-action (and update it regularly). Include clickable icons linking to your social profiles. Make links trackable. Use space dividers.
By Angie Beal An e-mail signature is a block of text that is appended to the end of an e-mail message you send. Generally, a signature is used to provide the recipient with your name, e-mail address, business contact information, or Website URL.
The key elements of a professional email signature include your name, title, company and phone number. You may also include an address and your company's website. But don't include your email address that's redundant and unnecessary.
Select all the elements of the signature, right-click and choose Copy. Select Signature > Signatures from the Message menu. Choose New, and type a name for your signature. In the Edit signature field, right-click and select Paste. Choose OK to save your new signature.
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