Guide · 3 min read

Send a document to be signed

Here’s how to send a document for someone to sign:

1. Log in and click New document.
2. Upload your file (a PDF works best).
3. Show where to sign. Drag a signature box onto the spot on the page where the person should sign. Add a date box or a text box if you need them.
4. Add the signer. Type the name and email of the person who needs to sign.
5. Click Send.

The person gets an email with a button to open and sign the document. You’ll see it move from “sent” to “signed” right on your dashboard — you don’t have to do anything else.

Tip: if you’ll send the same document over and over (like the same contract to many people), make a template once so you don’t set it up every time. See “Make a template you can reuse.”