Send a document for signature

Send a PDF for signature in three steps: add the document and recipients, place the fields, then review and send.

Start a new document

1. In the left sidebar, select Signatures, then New document.
2. Choose the kind of document:
   • Agreement: send one PDF to up to 5 named recipients. Everyone signs the same document and gets the final copy.
   • Document (public link): share one link with anyone. Each person signs and gets their own copy, which suits consent forms.

Step 1: Document & recipients

1. Enter a Document title, and optionally an Expiration date.
2. Drag a PDF onto the page, or select Browse files.
3. For an agreement, enter each recipient's first name, last name and email. Select Add recipient for more people.
4. Select Continue to field placement.

Step 2: Place fields

1. Drag a field onto the document, or click a field and then click where it should go. Fields include Signature, Initials, Full name, Date signed, Text, Checkbox and more.
2. For an agreement, choose which recipient each field belongs to.
3. Click a field on the document to change its label, size, or whether it's required.
4. Select Save & continue.

Step 3: Review & publish

1. Optional: add a message to the invitation email.
2. Select Publish & send invitations (or Publish document for a public link).

You can follow progress from the Signatures page. When everyone has signed, each person gets the completed copy.