Start with a finished PDF
Open the source document and check that its content is ready for signing. Confirm that all necessary pages are present, the text is readable, and the file opens without a password. Name it clearly before uploading.
Assemble the request
Create a signing request, upload the PDFs, and arrange the pages. Add the intended signers and any copy recipients. Read each address carefully, especially when similar names or domains are involved.
Add and review fields
Choose a signer before placing their signature, initials, date, and information fields. Required fields should reflect the document’s needs. Move through the whole packet and check assignments, sizing, and alignment.
Send with a useful introduction
Explain what you are sending and what the recipient should do. Review the request one final time, then send. The workspace becomes the place to check progress and retrieve the completed copy.
Before sending: correct document, correct recipients, correct fields, clear message.