Prepare and send a document for signature

Turn a document into a guided signing experience.

Open this guide in the help center →

When to use this. A new customer needs to sign your service agreement remotely.

What you’ll need. The agreement file, recipient details, and required signature fields.

  1. Upload the source

    Open Documents and upload a PDF or supported Office file. Images can be used as pages. Check the converted document before adding fields.

  2. Prepare the pages

    Combine and reorder source files if needed. Place signature and information fields, and assign them to the intended recipients. AI field detection can help find fields on scanned pages.

  3. Configure delivery

    Confirm recipient details, signing order, access requirements, reminders, and expiry. Review the email and document before sending.

  4. Follow completion

    Track recipient activity. Once complete, download the signed PDF and review the document report and available audit record.

How to know it worked

The intended recipient can sign and you can retrieve the completed document.

Features covered

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