--- title: How to Send a Document for Signature  description: Send document for sign --- [Skip to content](https://knowledge.simplesign.io/en/how-to-send-a-document-for-signature-0#main-content) English Show submenu for translations [More support](https://knowledge.simplesign.io/en/kb-tickets/new?hsLang=en) [![](https://knowledge.simplesign.io/hubfs/simplesigLogoBlack-01-1.svg)](https://knowledge.simplesign.io/en/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.simplesign.io/en/kb-tickets/new) - [Contact us](https://www.simplesign.io/contact-us) [Contact us](https://www.simplesign.io/contact-us?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Academy](https://knowledge.simplesign.io/en?hsLang=en) 2. [New product version](https://knowledge.simplesign.io/en/new-product-version?hsLang=en) 3. [Send for signature](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#send-for-signature) October 8, 2025 # How to Send a Document for Signature ## Learn how to prepare and send documents for signature in Simplesign using templates, uploads, or blank pages—quickly and easily. #### Follow these steps to properly prepare and send a document for signature: #### **1. Go to New Signature** From your dashboard, click Create new to start creating a new agreement. ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-09-07-49-0043-AM.png?width=301&height=64&name=image-png-Oct-03-2025-09-07-49-0043-AM.png) #### **2. Choose the Document Type** Select how you want to prepare your document: - **Template**: Use an existing template with pre-filled fields. - **Upload for Signing**: Upload a file from your device. - **Blank Document**: Create a new document for sending. - **AI-Generated Document:** Let AI generate a document to send out for signature, either by using a reference file or by creating it through prompts. ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-09-11-30-1282-AM.png?width=247&height=228&name=image-png-Oct-03-2025-09-11-30-1282-AM.png) #### **3. Fill in Details** If you are sending a [template](https://knowledge.simplesign.io/en/how-to-use-your-templates?hsLang=en), 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. ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-11-50-50-6255-AM.png?width=227&height=225&name=image-png-Oct-03-2025-11-50-50-6255-AM.png) **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. ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-09-57-34-2912-AM.png?width=268&height=234&name=image-png-Oct-03-2025-09-57-34-2912-AM.png) #### **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. ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Apr-07-2025-08-52-14-8879-AM.png?width=294&height=45&name=image-png-Apr-07-2025-08-52-14-8879-AM.png) - [New product version](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#main-content) - [Manage Account Settings](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#manage-account-settings) - [Dashboard](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#dashboard) - [Template/ Document creation](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#template-document-creation) - [Document Repository](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#document-repository) - [Send for signature](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#send-for-signature) - [Contract Cards](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#contract-cards) - [Settings](https://knowledge.simplesign.io/en/new-product-version?hsLang=en#settings) - [Legacy plattform](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#main-content) - [Getting started](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#getting-started) - [Manage Account Settings](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#manage-account-settings) - [Platform Management](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#platform-management) - [eSignature](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#esignature) - [Template/ Document creation](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#template-document-creation) - [Document Repository](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#document-repository) - [Settings](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#settings) - [Send for signature](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#send-for-signature) - [Add-Ons](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#add-ons) - [Contract Cards](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#contract-cards) - [Integrations](https://knowledge.simplesign.io/en/legacy-plattform?hsLang=en#integrations) - [FAQs](https://knowledge.simplesign.io/en/faqs?hsLang=en) - [Integrations](https://knowledge.simplesign.io/en/integrations?hsLang=en#main-content) - [CAB](https://knowledge.simplesign.io/en/integrations?hsLang=en#cab) - [Teamtailor](https://knowledge.simplesign.io/en/integrations?hsLang=en#teamtailor) [![](https://knowledge.simplesign.io/hubfs/simplesigLogoBlack-01-1.svg)](http://simplesign.io?hsLang=en) [mailto:supportdesk@simplesign.io](mailto:supportdesk@simplesign.io) Copyright © 2025, Simple Sign International AB