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Sending and signing documents
Sending and signing documents
Upload a PDF, choose who needs to sign, add recipients, prepare fields, and send invitations.
Steps to follow
Open Upload and select a PDF.
Choose who needs to sign: only you, you and one other person, or multiple people.
Add recipients before preparing fields.
Place signature, initials, date, and other required fields on the PDF.
Send the document when the preparation 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.
