Send a document for e-signature
Collect legally-binding signatures on any PDF.
Open E-Signatures
Go to E-Signatures from the sidebar. You'll see tabs for Pending, Completed, Expired, and Audit Trail. Tap New Signature Request to start.
Name the request and choose document type
Enter a title for the request (e.g. 'Service Agreement — Acme Ltd'). Pick the Document Type from the dropdown (Contract, NDA, Employment, Lease, Other) — this goes into the audit record.
Upload your PDF
Tap Upload Document and select your PDF (max 50 MB). A PDF is strongly recommended — it renders correctly in the field-placement editor. The preview loads on the right side of the screen.
Add signers in signing order
Under Signers, tap Add Signer and enter each person's Full Name and Email Address. Each signer gets a numbered badge showing their signing order — signer #1 must sign before #2 receives their request. To add someone who only gets a copy (no signature needed), change their role to Copy Recipient.
Write a message to signers
In the Message box, add a short note that goes into the email the signers receive — e.g. 'Please review and sign the attached service agreement. Let me know if you have any questions.' This is optional but improves response rates.
Place signature fields on the document
Tap Next: Place Fields to move to the field editor. The PDF appears with a toolbar on the left. Drag a Signature field to where each signer should sign, and a Date field next to it. Assign each field to the correct signer using the Signer dropdown on the field.
Set expiry and reminders
Set an Expiry (number of days before the request expires — default 30). Tick Enable Reminders to send automatic follow-up emails every few days to signers who haven't signed yet.
Review and send
Tap Next: Review, check all details, then tap Send Signature Request. Signer #1 receives an email instantly with a secure link to sign. After they sign, signer #2 is notified automatically.
Track signing progress
In the Pending tab, your request shows the status of each signer — Signed (green tick) or Awaiting (clock). Tap a request to see details. If someone hasn't responded after a few days, tap Send Reminder to nudge them.
Download the completed document
Once all signers have signed, the request moves to the Completed tab. Tap Download to save the fully-signed PDF with all signatures stamped onto it. The Audit Trail tab shows the full signing history with timestamps and IP addresses for legal admissibility.