Sending a document for signature

E-signature is included with Pro and Team. Open E-signature in the sidebar and click "New signature request". Upload a PDF, or choose one already in Secure Share (an uploaded PDF is saved to Secure Share too, so you can find it again later).

Preparing the request

• •Details: a title and an optional message to signers.
• •Signers: each person's name and email. Choose "In order" to send to one signer at a time, or "All at once".
• •Place fields: drag Signature, Initials, Date signed, Full name, Text or Checkbox fields onto the pages, and assign each to a signer.
• •Expiry and reminders: an optional expiry date, how often to remind, and at most how many reminders.

Click "Save draft" to come back later, or "Send for signature" when it's ready. Each signer is emailed a private link.

Tracking and the signed copy

The E-signature list has three tabs: Out for signature, Completed and Drafts. Open a request to see who has signed, use "Remind now", or "Void envelope" to cancel it (signers are told). When everyone has signed, "Download signed PDF" gives you the sealed document, and "Download certificate" gives you its audit trail. Signers sign in their browser with no account needed, and can decline with a reason.