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Sending and signing documents
Sending and signing documents
Open your signing link, complete required fields, and finish signing.
Steps to follow
Open the signing link from email or your dashboard.
Follow the highlighted required fields.
Use Request Changes when the document needs revision instead of declining immediately.
Complete signing when all required fields are filled.
Download the final signed document and certificate when the signing workflow is complete.
Featured guides
Learn the basic steps to upload a PDF, add recipients, place signature fields, and send a document for electronic signing.
Understand how document audit trails help track uploads, views, sends, signatures, completions, voids, and change requests.
Compare electronic signatures and handwritten signatures, including speed, convenience, audit evidence, and recordkeeping.
Learn why change requests matter before signing and how a workflow can keep the sender and recipient aligned.
A practical checklist for small businesses collecting vendor details, required documents, contract dates, and approval decisions.
Learn how businesses can collect vendor documents with clearer access, review status, and approval records.
