Prepare Documents
Prepare Documents
Learn how to upload documents, add recipients, and configure signing fields.
1. Upload a Document
To begin, upload the document you want to send for signing.
- Click New Document on the dashboard.
- Select a PDF file from your computer or drag and drop it into the upload area.
2. Add Recipients
Define who needs to sign or approve the document.
- Signer: A person who needs to apply a digital signature.
- Approver: A person who reviews and approves the document without signing.
- Viewer: A person receiving a copy only.
Tip
You can set a Signing Order to ensure the document is routed sequentially (e.g., Manager signs first, then Director).
3. Place Fields
Drag and drop fields onto the document where you need input from recipients:
- Signature: For digital signatures.
- Text Box: For names, titles, or other text.
- Date Signed: Automatically populates the date of signing.
- Checkbox: For optional or required selections.
4. Send
Once prepared, click Send. All recipients will receive an email notification with a secure link to the document.