All help topics
Sending documents
Upload, add recipients, place fields, set the signing order, and send.
Upload a document to send for signature
Drag a PDF, Word file or image onto the first step of the send wizard, or browse your device. Up to 25 MB a file and 10 files per document.
ReadImport from Google Drive, Dropbox or OneDrive
Pick a file straight from your cloud storage on the first step of the send wizard. The file is copied into Document eSign, not linked.
ReadAdd recipients to a document: signers and CC
Enter a name and email for each person, set the role to Signer or CC, and let the contact lookup fill in anyone you have sent to before.
ReadSequential vs parallel signing order
Choose In sequence to route a document one signer at a time, or All at once to email everyone together. Drag rows to set the order.
ReadProtect a document with an access PINGrowth and up
Give a signer a 6-digit code they must enter before the document opens. One PIN per signer, set on the recipients step and shared by you, not by email.
ReadRequest attachments from signersGrowth and up
Ask a signer to upload a photo ID, insurance certificate or tax form alongside their signature. Up to five slots per signer, 10 MB each.
ReadPlace fields on your document
Drag signature, date and text fields onto the pages, assign each one to a recipient, then resize, duplicate or delete it. Every signer needs at least one Signature.
ReadField types reference
Every tile in the field tray, what it collects, who fills it in, and the settings each one offers. Twelve standard types plus your own custom fields.
ReadReview and send: subject, message, expiry and reminders
The last wizard screen before an envelope goes out. Edit the email subject and message, set a deadline, turn reminders on, then send.
ReadSchedule a document to send laterBusiness and up
Pick a future date and time on the review step and the envelope waits as a draft until then. Reschedule, send early or cancel from the document page.
ReadShare a document with your team
Tag an envelope with a team on the review step so it is filed under that team in Documents and your team's managers can work on it.
ReadSign a document yourself
Upload a file, click I am the only signer, drop your signature onto the page and finalize. No email, no recipients, sealed PDF in seconds.
ReadHost an in-person signing sessionBusiness and up
Tick a signer as in-person, name the host who will be with them, and hand over your device instead of emailing a link.
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