Send your first document
5 steps · 3 min
Send your first document
5 steps · 3 min
- Log in and click New document (or Upload PDF) from the dashboard.
- Choose how to start: upload a PDF, pick a template, or draft one with AI.
- Add your signer's name and email address.
- In the editor, drag a Signature field — plus any date or text fields — onto the page where they're needed.
- Click Send. Your signer gets a secure signing link by email, and you can track the status from your dashboard.
Add and arrange signature fields
6 steps · 4 min
Add and arrange signature fields
6 steps · 4 min
- Open a draft document to reach the field editor.
- From the field toolbar, choose a type: signature, initials, date, name, email, text, or checkbox.
- Click or drag the field onto the page where you want it to appear.
- Drag to reposition and use the corner handles to resize it.
- If there's more than one signer, assign each field to the right person (each signer has their own color).
- Mark fields required or optional, then click Send.
Set up multiple signers in order
4 steps · 3 min · paid
Set up multiple signers in order
4 steps · 3 min · paid
- On a paid plan, open New document and add each signer with their name and email.
- Signers complete the document in the order listed — drag to reorder them.
- Assign the right fields to each signer using their color in the editor.
- Each person is notified automatically when it's their turn, and you're emailed once everyone has finished.
Create and reuse a template
4 steps · 2 min
Create and reuse a template
4 steps · 2 min
- Go to Templates and click New template.
- Give it a title and paste your content — placeholders like [Client Name] or [Amount] are fine.
- Save it. It appears in your list marked “Yours.”
- Start a new document from it anytime with Use this template. (The Free plan includes 1 custom template; paid plans are unlimited.)
Protect a document with an access code or OTP
5 steps · 4 min · paid
Protect a document with an access code or OTP
5 steps · 4 min · paid
- While creating a document on a paid plan, open the Security & expiry section.
- Turn on Require email verification (OTP) so signers must enter a one-time code sent to their email before signing.
- Or set an Access code — a word or PIN you share separately by phone or message (not in the same email as the link).
- Optionally choose when the signing link expires.
- Send as usual. Signers must pass the check before they can open the document.
Draft a contract with AI
3 steps · 2 min · paid
Draft a contract with AI
3 steps · 2 min · paid
- In New document on a paid plan, choose the AI draft tab.
- Describe the agreement in plain English — the parties, amounts, dates and key terms.
- Click Generate, review and tweak the draft, then continue to the editor to place fields and send.
Connect a webhook and create an API key
6 steps · 5 min · paid
Connect a webhook and create an API key
6 steps · 5 min · paid
- Open the Developer section on a paid plan.
- Create an API key and copy it once — store it somewhere safe (it isn't shown again).
- Add a webhook URL and choose the events you care about: document.sent, document.completed, document.declined.
- Use your API key to create and send documents programmatically from the public API.
- When an event fires, we POST it to your URL.
- Verify the signature using your webhook secret to confirm the request came from us.
Bulk-send to a list of recipients
4 steps · 3 min · paid
Bulk-send to a list of recipients
4 steps · 3 min · paid
- Create a single-signer document and add your fields.
- On a paid plan, open the bulk-send option and paste your recipients (name and email).
- Each person receives their own copy of the document and their own signing link.
- Track every copy from your dashboard. Each one counts toward your monthly document allowance.