02
Sending for Signature
Upload a document and define who signs where.
Process lifecycle
1
Upload and configure a document
Sign
▸
Upload a PDF
Click Upload a PDF to add a document. After uploading, the PDF editor opens — drag signature fields, name fields, date fields, and text fields onto the document wherever signatures or information is required. Each field is assigned to a specific signatory role (e.g. "Customer", "Company Representative").
2
Send for signature
SEND
Click Send. Enter the email address for each signatory role. Add a message. Click Send. Each signatory receives an email with a link to the document. They sign in their browser — no account needed, no software to install. You are notified when each party signs and when the document is fully completed.
Signing options
Signature Type
Draw: freehand drawing. Type: typed name. Upload: upload an image of their signature.
Validation
SMS validation adds a one-time code sent to mobile for identity verification before signing.
Expiry Date
Date after which the signing link expires. Prevents signatures on outdated documents.