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Sending

Prepare and send your first agreement

Upload, assign fields, review, and send with confidence.

  1. Start a document from the dashboard and upload your PDF. Review the page order and orientation before adding recipients.
  2. Enter each recipient’s name and email. Choose a signing order when one person must finish before the next person can sign.
  3. Open the field editor, select a recipient, and place their signature and other required fields. Accept the preparation acknowledgement when prompted.
  4. Review the invitation subject, message, recipient addresses, and required fields. Send once. Use the agreement details page to follow progress rather than creating another copy.