Practical ways to get more from Undersign
Step-by-step guides for common signing workflows, from sending your first document to building reusable document processes. Each guide combines a few features into one practical workflow.
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Your first signature
Create a template, send a document and complete your first signing workflow.
Build your first reusable workflow
Turn a frequently used PDF into a reusable template you can send again and again.
Common workflows
Send a document for signature
Create a signature request, add recipients and send a document for signing.
Send to multiple signers
Send one document to several people and define what each signer completes.
Set up sequential signing
Require recipients to sign in a specific order instead of all at once.
Send multiple documents together
Combine related documents into a single signing session.
Collect information before signing
Let the sender prefill information before a document reaches the signer.
Send for in-person signing
Complete documents on the spot when the signer is physically present.
Track and complete a signature request
See who has signed, who is pending and where the request stands.
Templates & reuse
Create a reusable template
Configure a document once and reuse it whenever you need signatures.
Turn an existing PDF into a template
Start from a PDF, add signer roles and place the fields recipients need.
Send the same document repeatedly
Create a template once and reuse it for many different recipients.
Create templates for different document types
Build separate templates for each kind of document you send.
Organize templates with categories
Keep frequently used documents easy to find with categories.
Document management
Track documents waiting for signatures
Identify which documents are still waiting and which are complete.
Find completed documents
Locate, open and download a document once everyone has signed.
Manage signed documents
Work with your completed documents after the signing process ends.
Review the audit trail
Use the audit trail to review the events of a signature request.
Download completed documents
Download the signed PDF and its completion information.
Recipients & contacts
Build a reusable contact list
Save frequently used recipients so you don't retype their details.
Organize recipients with segments
Group contacts into logical segments for easier management.
Send to a saved contact
Use an existing contact when creating a signature request.
Email & communication
Set up email delivery
Configure SMTP so signature requests go out from your account.
Customize signature emails
Customize the messages recipients receive when asked to sign.
Troubleshoot missing emails
Work through checks when a signer hasn't received their email.
Signing scenarios
Customer signing workflow
Send a customer agreement, collect information and retain the signed document.
Employee signing workflow
Send employment documents to an employee for review and signature.
Vendor agreement workflow
Send a vendor agreement for review and signature by the right parties.
Internal approval workflow
Use multiple signers to create a simple approval process.
In-person document signing
Complete documents on the spot in real-world signing scenarios.
Advanced workflows
Use prefill fields
Populate predefined fields before a document is sent.
Control signer field visibility
Configure fields so each signer sees only what's relevant to their role.
Build multi-signer workflows
Combine roles, field assignments and order into a structured workflow.
Combine multiple templates into one request
Use several templates when related documents must be completed together.