New envelope
Details & document
Name the envelope and add the document to be signed. You can come back to a draft any time from the dashboard.
PDF, Word (.doc, .docx, .rtf) or image (PNG, JPG) — everything converts to PDF automatically. Up to 20 documents per envelope; drag the cards to put them in order.
Picking documents straight from OneDrive or SharePoint comes with the Scale plan — see Connections. You can still upload them from this device.
Editing a document's content — text, pictures, pages — comes with Solo and up — see plans. You can still upload a finished PDF.
Giving a recipient only some documents comes with the Team plan and up.
Add a document first: that's when the draft is made.
Recipients
Who needs to sign? Everyone on the same step is invited at once; a step waits for the one before it. Drag to reorder (or, with the keyboard, the up and down arrow keys on a row's ⋮⋮ handle), and say for each person whether they sign at the same time as the one above or after them. A witness is asked as soon as the person they witness has signed, even if others are still signing, and anyone on a later step than the witness waits for them; a nominated signer signs after the person who nominates them.
Adds you as the sole signer — handy for documents you just need to execute yourself.
Emailed a signing link when their step comes, and signs on any phone, tablet or computer.
To change their role, or whom they witness or are nominated by, remove them and add them again.
They're asked for whoever signs here: a name and email (and a mobile, on Scale or with the SMS add-on). Place this slot's fields as usual.
✉ Personal message for this recipient Optional
⏱ Session expiry & reminders 90 days · weekly reminders Solo +
On the Free plan every envelope uses these standard settings. Choosing your own expiry, reminders and completion emails comes with Solo and up — see plans.
When the deadline passes, signing links stop working and the envelope is marked Expired.
Unsigned recipients get a fresh signing link on the schedule below.
Whatever the frequency, signers are reminded every day in the last 3 days before the deadline, with a final notice the day before.
Daily, every-3-day, monthly and quarterly reminders are available on the Team plan and up.
✉ Extra settings Completion email to all recipients + sender Solo +
On the Free plan every envelope uses these standard settings. Choosing your own expiry, reminders and completion emails comes with Solo and up — see plans.
An email when each signer signs while others are still to, and if the envelope expires. Everyone signing is covered by the completion email above.
Place fields
Pick a control above, then click the page where it goes. Drag a field to move it, or its corner to resize; click it for its settings. Arrow keys nudge, Delete removes, ⌘/Ctrl+C then ⌘/Ctrl+V copies onto another page. From the keyboard, Enter on a control adds it to the page in view, and Tab reaches each field.Pick a control above, then tap the page where it goes. Drag a field to move it, or its corner to resize; tap it for its settings, including copying it to other pages.
Review & send
Check the details — once sent, recipients are emailed their secure signing links and the envelope locks for editing.