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Send your first document for signature
The whole path, once, from a file on your desk to a signed PDF.
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From Home, press the Send for signature card. That opens a four-step wizard, and about five minutes later your client has the document in their inbox. The four steps are Documents, Recipients, Fields and Review, shown across the top so you always know where you are.
An envelope is the document you sent for signature, together with everyone who has to act on it and the record of what they did.
Step 1: Documents
Fill in Subject *. Along with choosing at least one document, it is what this step will not let you past. It becomes the subject line of the email your recipients receive, so write it as they will read it. "Engagement letter 2026/27" is better than "Doc1".
Your covering note is written later, on Review and send, inside a preview of the email itself.
Press Choose documents. In the panel that opens, press Upload to add a file from your computer, or click one you have uploaded before to tick it. Then press Done, which counts what you have chosen. Your chosen files appear as chips below. PDF and Word documents are accepted; a file bigger than your plan allows is refused with a message naming both sizes.
Expiry Date (optional) sets a deadline, and Folder (optional) files the envelope so you can find it in a year. Both can be left alone for now.
Press Continue.
Step 2: Recipients
Choose Parallel if everybody can sign at once, or Sequential if one person must sign before the next is asked. Parallel is right for most documents.
Fill in Email * and Name for the first recipient, and choose a Role:
- Signer - Must sign
- Viewer - Read only
- CC - Receives copy
Press Add Recipient for each extra person, or Browse Contacts to pick from people you have sent to before. Send copy of completed document is ticked by default, which is usually what you want.
If you are one of the signers, tick I am one of the signers on your own card. Your saved signature is applied automatically and you get no email to open.
Press Continue to Field Placement.
Step 3: Fields
Your document appears in the middle. On the left, under Drag Fields, is the palette: Signature, Initials, Date Signed, Date (picker), Text, Checkbox and Radio Group.
Above the palette, pick the recipient you are placing for. Then drag a field onto the page, or click the field type and click where you want it. Colours match: each recipient has their own, so at a glance you can see who is being asked for what.
At the very least, give every signer a Signature field. Click any placed field to open Field Properties, where you can change its Label, its Assigned To recipient, and whether it is Required.
Press Continue.
Step 4: Review and send
Check the summary. Subject and Folder can still be edited here without going back. Everything else sends you to the step that owns it.
Beside each signer, Notify via: decides how they get the document. Leave it on Email and we send it for you. Choose Copy link manually and we hand you the link instead, for you to send yourself.
Press Send Now. If you would rather finish later, press Save as Draft.
What happens next
Each signer gets an email with the subject Please sign: followed by your subject, and a button reading Review & Sign Document. They open it, fill in their fields, sign by drawing, typing or picking a saved signature, and finish.
Follow it from Envelopes. The strip along the top of your envelope tells you how many recipients have signed, the Recipients panel shows where each person has got to, and the audit trail beside it records everything that has happened.
When the last person signs, you get an email and the signed PDF, the certificate of completion and the full evidence pack all become available on the envelope's own page.
If nothing arrives
Ask the recipient to check their junk folder first, then check the address you typed. You can send a nudge at any time with Send Reminder on the envelope, or copy their personal signing link and send it yourself. See My client says they never received the email.