Send for Signature

Go to E-Sign

1. From your dashboard, click E-Sign
2. Or go to Create → Signature Request

Create Envelope

1. Click Create Envelope
2. Choose Upload Document
3. Select your PDF file

Add Signers

1. Click Add Signer
2. Enter signer’s name
3. Enter signer’s email
4. Add more signers if needed

Place Signature Fields

1. Select the first signer (color-coded)
2. Choose Signature field
3. Click on the document where they should sign
4. Resize the field if needed

Add more fields:

• Date: Auto-filled when they sign
• Name: Their typed name
• Initials: For page acknowledgment

Repeat for each signer.

Add a Message

1. In the message box, write instructions
2. Example: “Please review and sign the attached agreement.”
3. This appears in the email notification

Review and Send

1. Click Preview to see signer’s view
2. Verify all fields are placed correctly
3. Click Send
4. Confirm sending

Track Progress

1. Go to E-Sign → Sent
2. Find your envelope
3. See status:
   • Pending: Waiting for response
   • Viewed: Opened but not signed
   • Signed: Completed

Get the Signed Document

When all signers complete:

1. You receive email notification
2. Go to the envelope
3. Click Download
4. Get the signed PDF with audit trail