How do I send a document?

There are two ways to send a document for signing:

Sending a new document

1. Click the "New Document" or "Create" button
2. Upload your file or create a document from scratch
3. Add signer/s email addresses and mobile numbers (If signing OTPs have been enabled)
4. Place signature fields and any required fields on the document
5. Review the document settings and signing order
6. Click "Request" to send the document to your signers (recipients)

Sending a document from a template

1. Navigate to your templates tabs
2. Select the template you want to use
3. Click "Use Template"
4. Add signer/s email addresses and mobile numbers (If signing OTPs have been enabled)
5. Review and adjust any fields or settings as needed
6. Click "Request" to send the document to your signers (recipients)

What happens next?

Recipients will receive an email notification with a link to view and sign the document. You'll receive an email notification once all parties have completed their signing.