Create and Send a Document in Under 60 Seconds

1. Upload a document from your device by clicking the Upload button

2. Visit the Library and click on your Template

3. Check there is a Participant role for each of your Signers and then click Next

4. Add at least one signature field for each Signer by dragging and dropping it onto the Edit page and then click Next

5. Optionally change the name for the document on the Details page and then click Next

6. Add the name and the email address of the Signer on the Recipients page

7. Click Send to dispatch the document

8. The Signer is then sent an email link which allows them to visit the document

9. They accept that this is a legally binding document and complete all the required fields

10. Meanwhile you can follow the progress of the document on the Dashboard

You can wait to receive the signed document via email or hurry along the signing process by sending them a reminder email.

Please check our other support articles to learn more about how to prepare documents or how to use more complex workflows.