Send Your First Document

Prerequisites

Documents dashboard showing the upload document button

After uploading, you'll be taken to the document editor.

Document editor overview with the uploaded document

In the editor, add the people who must take an action or receive a copy of the document.

Click + Add Signer
Enter the recipient's email address and name
Select their role:
- Signer - Must sign the document
- Approver - Must approve (signature optional)
- Viewer - Must confirm they viewed it
- CC - Receives a copy after completion (no action required)

Add additional recipients by clicking + Add Signer again.

Adding recipients with email, name, and role options

Enable Signing Order if recipients need to sign in a specific sequence.

Navigate to the Add Fields section. For each recipient:

Fields are color-coded by recipient. Resize fields by dragging their corners.

Fields panel showing available field types like Signature, Name, Date, and more

At minimum, each signer needs one Signature field assigned to them.

Click Send Document in the left sidebar (or navigate to the Preview section)
Review that everything looks correct
Click Send

Your document is now sent.

Recipients receive an email with a link to sign the document
Recipients sign by clicking the link and completing their assigned fields
You get notified when each recipient completes their action
Everyone receives a copy of the fully signed document once all signatures are collected

Email notification that recipients receive with a link to sign

You can track progress from your Documents dashboard. Click on any document to see which recipients have signed and which are pending.