Send a document

Upload the PDF, add who signs, place the fields and send - in three steps.

Click Send a document (or + > Document for signature). The editor has three steps.

1. Files and recipients

• Title: what recipients see in the email.
• Documents: drop PDFs or pictures (JPG, PNG), up to 15 MB each. Pictures become PDF pages. Word and other files: save them as PDF first.

• Recipients: a name and email for each person. Start typing and Sign suggests colleagues, customers, contacts and people you sent to before. For each one choose what they do:

  • Needs to sign - fills in their fields and signs.
  • Needs to approve - reviews and approves; no fields needed.
  • Needs to view - confirms they have read it.
  • Signs in person - you hand over your phone or tablet (see below).
  • Gets a copy - receives the signed PDF at the end.
• Signing order: on, people sign one after another, in the order numbers shown (drag to reorder; the same number = at the same time). Off, everyone gets it at once.
• More options for a recipient: check who opens it (a code by email or SMS, or an access code you tell them yourself), their mobile, the signing page language and a private message.
• Message to everyone, Finish by date, reminders and a folder.
• Collect a payment (Professional): an amount the first signer pays online right after signing.

2. Place fields

Pick whose fields you are placing on the left, then drag a field onto the page - or tap it to add it to the page you are looking at. Drag a field to move it (it snaps to the edges of other fields), pull its corner to resize it. Click a field to change it on the right: who fills it in, its label, required or not, a value you fill in now, text size, the choices of a drop-down, and Show only when another field is ticked or chosen.

Fields: signature, initials, full name, email, date signed, company, job title, text, checkbox; and with Standard and up: number, radio choice, drop-down, attachment, company stamp and formula (e.g. {Quantity} * {Rate}, using other fields' labels).

On a computer, Delete removes the selected field and Ctrl+D copies it. On every page copies a field (like initials) to every page.

3. Review and send

Check the summary and click Send. If you are the first signer, you go straight to your signing page.

Everything saves as a draft until you send. Save draft keeps your work; drafts are under Documents > Drafts.

Signing in person

Choose Signs in person and who hosts it. When it is that person's turn, the host opens the document and clicks Start signing, checks who is signing, and hands over the device. The certificate shows it was hosted.