# Requesting Signatures Source: https://docs.astalty.com.au/guide/esignatures/requesting-signatures > Send a document for electronic signature and manage the request through to completion. Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes. Use a Signature Request to send one or more documents for electronic signature, track who has signed, and keep the completed documents in Astalty. ## Before You Start - Your Account Owner must accept the [eSignature terms on the Billing page](https://docs.astalty.com.au/guide/billing/esignatures). - Upload PDF or DOCX files. Each file can be up to 5 MB, and the combined documents sent to the signing provider must be under 25 MB. - Docusign supports several documents in one request. Dropbox Sign accepts one document per request. ## Create a Signature Request 1. Open [eSignatures](https://app.astalty.com.au/esignatures/signature-requests). 2. Select **Request Signature**. 3. Under **This signature request will be sent to**, choose a Participant, a Team Member, or **Someone else**. 4. Upload a document. For a Participant request, you can instead choose a document already on their profile. 5. Add each signer under **Signers**. Every signer must have a different email address. 6. Add anyone who should receive the completed document under **Additional Recipients**. 7. Enter the **Title** and **Message** shown in the email. 8. Choose whether to **Send Automatic Reminders**. 9. Select **Generate Request**. If the selected Participant prefers to sign in person, Astalty warns you before you continue. ### Suggested Signers For a Participant or Team Member request, Astalty suggests people connected to the selected profile. Choose a suggestion to fill the signer's name and email address. You can also enter a different person manually. ### Document Categories Select the tag icon beside an uploaded document to apply document categories. The signed copy keeps those categories when Astalty saves it. ## Finalise a Signature Request After you select **Generate Request**, Astalty opens the signing provider's preparation screen. 1. Choose a signer. 2. Drag that person's required fields onto the document, including a signature field. 3. Repeat this for every signer. 4. Complete the provider's preparation flow, then select **Finalise Signature Request** if Astalty asks you to return and finish. Finalising sends the request and records the eSignature charge shown on your Billing page. Cancelling later does not reverse that charge. ## Adding Additional Recipients Additional recipients receive a copy after every signer has signed. They do not sign the document. Add them in the **Additional Recipients** section while creating the request. Choose a suggested person or enter a name and email address. You can update or remove an additional recipient while the request is still awaiting signatures. ## What Happens After You Send It - Each signer receives an email with a link to the signing page. - Automatic reminders, when enabled, go to outstanding signers and the requester after 24 hours, 72 hours, and one week. - When everyone has signed, the signers, requester, and additional recipients receive the completed documents. - Astalty saves the signed documents on the request. For a Participant request, they also appear on the Participant's **Documents** page. - A request created from a Participant Record updates that Record's signature status. ## Manage an Existing Request Open **Signature Requests**, then select a request. The available actions depend on its status. - **Assign to Participant** or **Assign to User** links the request to a profile. - **Cancel Request** ends a request that is awaiting signatures. You must enter an internal reason and can choose whether to email the signers. Cancellation cannot be undone. - **Download** gets a partly signed document while at least one signer is still outstanding. - **Download Audit Trail** gets the Docusign Certificate of Completion. Dropbox Sign requests do not have this action. - **Delete** permanently removes an eligible request. Drafts can be deleted; ended requests require permission to delete signed Signature Requests. Draft requests also have **Edit** and **Finalise Signature Request** actions. ## eSignature Request Activity Log Open the request and select **Actions > View Activity Log** to see its history, including finalisation, signing, reminders, cancellations, and delivery failures. ## Remind a Signer or Change Their Email Open the request, select the three dots beside the signer, then choose: - **Send a Reminder** to email the outstanding signer again. - **Update Email** to correct the address and send the request to the new one. - **Retry send** when a delivery problem may be fixed by sending to the same address again. ![The three-dot menu on an Awaiting Signature row with Retry send greyed out, and Update Email and Send a reminder available](https://docs.astalty.com.au/assets/esig-update-email-awaiting-signer-menu-guide.png) **Update Email** works for any signer who's still **Awaiting Signature**, not only one whose invite failed to deliver - for example, if you notice a typo before the signer opens the email. Astalty sends a fresh invite to the corrected address, and the link in the original email stops working. You can't change a signer's email once their status becomes **Viewed** or **Signed**. The activity log records the change, including the previous and new address. ![An activity log entry reading: Admin User updated signer details for Daniel Kim. Email address changed from daniel.kim@exmaple.com to daniel.kim@example.com, after the created and finalised entries and before two Document signed entries](https://docs.astalty.com.au/assets/esig-update-email-activity-log-entry-guide.png) See [Fixing Delivery Failures](https://docs.astalty.com.au/guide/esignatures/fixing-delivery-failures) if Astalty shows a delivery warning beside the signer. To remind all outstanding signers across several requests, use [Sending Bulk Reminders](https://docs.astalty.com.au/guide/esignatures/sending-bulk-reminders). ## Filter Signature Requests On **All Signature Requests**, use the filters to narrow the list by **Status**, **Sent at**, or **Requested by**. The **Requested by** filter lets you search for the Team Member who created the request. ## Video Walkthroughs Video walkthrough: requesting an esignature. Video walkthrough: signing multiple records at once.