1. Upload a document from your desktop by clicking the Upload button
2. Check there is a Participant role for each of your Signers and then click Next
3. Add at least one signature field for each Signer by dragging and dropping it onto the Edit page
4. Optionally provide a name for the document on the Details page
5. Add the name and the email address of the Signer on the Recipients page
6. Click Send to dispatch the document
7. The Signer is then sent an email link which allows them to visit the document
8. They accept that this is a legally binding document and complete all the required fields
9. Meanwhile you can follow the progress of the document on the Dashboard
You can wait to receive the signed document via email or hurry along the signing process by sending them a reminder email.
Please check our other support articles to learn more about how to prepare documents or how to use more complex workflows.