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Create and send a Document in under 60 seconds

Create and send a document quickly with this workflow:

  1. Upload a document from your device by clicking Upload.
  2. Visit the Library and click your Template.
  3. Check there is a Participant role for each signer, then click Next.
  4. Add at least one signature field for each signer, then click Next.
  5. Optionally change the document name on Details, then click Next.
  6. Add signer name and email address on Recipients.
  7. Click Send to dispatch the document.
  8. The signer receives an email link, opens the document, accepts legal intent, and completes required fields.
  9. Track progress on the Dashboard.

You can wait for the signed document by email, or send reminders if signing is delayed.