Sending & Signing

Sending your first document

Sending a document for signature takes a few minutes.

  1. Upload your file. Most common document formats are supported.
  2. Place fields. Drag signature, initials, date and text fields onto the pages where they belong.
  3. Add signers. Enter the name and email of each person who needs to sign, in the order they should sign if order matters.
  4. Send. Each signer receives a secure link to review and sign their part.

You can watch progress from your dashboard and get notified as each person signs. When everyone has finished, the completed document is available to download. See also tracking document status.


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