Send your first document for signature

Create the request

1. 1From the dashboard, upload a supported document.
2. 2Add each recipient and select the appropriate recipient role.
3. 3Place the required signature, date, text, or checkbox fields.
4. 4Add a clear subject and message.
5. 5Review recipient order and field assignments, then send.

Confirm delivery

The document status changes after it is sent. If delivery fails, verify the recipient address before sending another request.