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E-SignEnvelopesCreate Envelopes

Create Envelopes

Start a new signing request to send documents for signature.

E-Sign features require a Pro plan or higher.

From Template

The quickest way to create an envelope:

  1. Go to E-Sign → Create Envelope
  2. Click Use Template
  3. Select a template
  4. Add signer information
  5. Review and send

Ad-Hoc (No Template)

Create an envelope without a pre-made template:

  1. Go to E-Sign → Create Envelope
  2. Click Upload Document
  3. Upload your PDF
  4. Define signers
  5. Place fields on the document
  6. Review and send

Envelope Settings

Name

Identify the envelope:

  • Visible to you in the dashboard
  • Not visible to signers
  • Helpful for organization

Message

Custom message for signers:

  • Appears in email notification
  • Visible on signing page
  • Include context or instructions

Expiration

Set when the envelope expires:

  • No expiration: Never expires
  • Days: 7, 14, 30, 60, 90 days
  • Custom date: Specific deadline

Signing Order

How signers proceed:

  • Parallel: All signers receive at once
  • Sequential: In defined order

Adding Documents

Single Document

Most envelopes contain one document:

  1. Click Add Document
  2. Select a PDF file
  3. Document is added to envelope

Multiple Documents

Combine multiple documents:

  1. Add first document
  2. Click Add Another Document
  3. Repeat as needed
  4. Documents combine in order

From Recent

Add recently uploaded documents:

  1. Click Add Document → Recent
  2. Select from recent uploads

Saving Drafts

Envelopes are auto-saved as drafts:

  • Return later to complete
  • Find drafts in E-Sign → Drafts
  • Delete drafts you don’t need

Tips

  • Use templates for recurring documents
  • Write clear messages explaining what signers need to do
  • Set reasonable expiration dates
  • Preview before sending

Next Steps

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OverviewAdd Signers