Send a document for signature

Four steps: document and signers, fields, delivery, review and send.

1. 1

   Open New envelope. On Documents & recipients, drop your PDF (up to 25 MB) and check the title.

2. 2

   Add each signer with a name and an email, a mobile number or both (up to 10 signers). Keep Signing in order on to send one after the other, or turn it off so everyone signs at once.

3. 3

   On Place fields, put Signature, Initials, Date Signed, Full Name and Text Box fields on the pages for each signer — see Place the fields.

4. 4

   On Delivery, choose how each signer is invited — see Choose how each person is invited — and set a message, the expiry (7 to 90 days), and optionally the certified mail copy or an identity check.

5. 5

   On Review & send, check everything and tap Send now. To create the links without sending anything, tap Get links only (send nothing).