Send a document for signature

Open Menu, then DOCS & PROPOSALS, then Documents.

Find the document in the list. While it is still a draft it shows a Send for signature button on its card. Tap it.

A confirm panel opens. It tells you who is about to be emailed and at what address, in the form "Emails [client] at [address] with a link to read and sign." There is a Preview PDF button so you can see exactly what they will get. When you are happy, tap Send it.

If that client has no email address on file, the panel says so and the button changes to "Mark as sent, no email goes out". That is the honest version: the document gets marked sent, nothing is emailed, and passing on the link is up to you.

After it has been sent the card no longer offers Send for signature. It offers Share document link instead, which is how you re-send or hand the same document over another way.