Guides
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Your first signature
Before you start
- An account: create one if you haven't.
- Your email delivery configured so signers receive requests: configure it.
- A PDF or DOCX to sign.
The workflow
- Upload your document and create a template.
- Add a signer and place a signature field.
- Send the request.
- The signer opens the link and signs.
- View the completed document and its certificate.
Step 1: Create a template
Upload your document and create a template. This is where you'll place the fields the signer needs.
Step 2: Add a signer and fields
Add the signer's name and email, then place a signature field where they need to sign. A single field is enough for a first run, see Add fields for the full set.
Step 3: Send
Send the request. The signer receives an email with their signing link, no account needed on their side. Walk through sending in Send your first document.
Step 4: Complete the signature
Open the link as the signer would, review, and sign. The full experience is in Complete your first signature.
Step 5: See the result
The document lands in Completed documents with its certificate of completion.
What happens next?
You now have a completed, sealed document and the audit trail to back it. The next step is making that template reusable.