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How to send a document for signature
The whole process takes about two minutes once you have done it once. Here is what actually happens, including the options most people do not know are there.
1. Get the document in
Upload a PDF, up to 32 MB, which covers nearly any contract including ones with photos and plan sheets. If what you have is paper, photograph the pages instead and the edges get squared up automatically.
2. Place the fields
Drag signature, initial, date, and text fields onto the document where you want them. Each field belongs to a specific signer, so a two-party contract knows which signature goes on which line.
3. Add your signers
Enter a name and an email or a phone number for each. This is also where the options live that most people miss:
- An access code, so the document only opens for someone who knows a code you arranged separately
- A view-only recipient, when you need certified proof somebody received a document but no signature
- A signing order, when one person has to sign before the next one sees it
4. Send, then stop thinking about it
Each signer gets a private link and signs from any device without creating an account. You are notified as each one opens and signs. Automatic reminders chase anyone who goes quiet, so following up is not your job.
When the last signature lands, everyone gets the completed certified PDF with the full audit trail and a verification code stamped beside each signature.
Common questions
- Do signers need to download anything?
- No. They tap the link and sign in their browser, on a phone or a computer.
- Can I send to someone by text instead of email?
- Yes, a signer can receive their private link by text message.
- What if I sent it to the wrong email?
- You can correct a signer's email and resend, or void the request entirely and start over. Voiding notifies everyone who already received it.
- How big can the file be?
- Up to 32 MB, which is larger than nearly any contract, including scanned ones with photos.
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