Follow these steps to properly prepare and send a document for signature:
1. Go to New Signature
From your dashboard, click New Signature to start creating a new agreement.
2. Choose the Document Type
Select how you want to prepare your document:
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Template: Use an existing template with pre-filled fields.
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Upload Document: Upload a file from your device.
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Blank Page: Create a new document for sending.
3. Fill in Details
If you are sending a template, you can complete the sender’s fields directly under the Details section. This allows you to fill in the necessary information without having to locate and edit the fields manually within the document.
4. Add Recipient Information
Fill in the recipient’s information. Name and email address are always required for all signature requests. If you are using a template, the recipient fields may vary depending on how the template was set up, and additional fields may also be marked as required. The recipient will complete any fields assigned to them when they access the document.
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5. Review the Document
Make sure that all recipient details are correct and that the document content and assigned fields are accurate.
6. Send the Document
Click Send Document. The recipient will receive an invitation by selected method to review, complete, and sign the document.
