Have your PDF, Word file, or image ready, and know who must sign versus who only needs a copy (CC).

1. Open New request (or start from a template).
2. Upload your file. Word and images become a PDF for signing.
3. Add signers and optional CC. Start typing to pick from Contacts if you have them saved.
4. Choose same file or individual copies when you see the choice. See Same file or individual copies.
5. Place fields on the pages and assign each one to the right person.
6. On Review, set the title, optional message, and deadline (default is 30 days from send).
7. Send.

Each signer gets an email with a secure link. Open the request anytime from your list to watch progress.

If something goes wrong

• Nobody got mail: double-check the addresses and spam folders.
• Wrong person: if they have not signed yet, Correct the request. If the file itself is wrong, Void and send again.
• Hit a limit: see Quotas and limits.