How to Send a Document for Electronic Signature: Step-by-Step Guide

Step 1: Upload Your Document

Start by uploading the document you need signed. Most e-signature platforms accept PDF, Word, Excel, and even image files. The document will be converted to a secure format for signing.

Step 2: Add Signature Fields

Drag and drop signature fields, date fields, initials, and text fields onto your document. Place them exactly where you need signers to fill in information. Most platforms make this as easy as dragging and dropping.

Step 3: Add Signers

Enter the email addresses of everyone who needs to sign. You can set a signing order if the document needs to be signed sequentially (e.g., employee first, then manager).

Step 4: Send and Track

Hit send. Each signer receives an email notification with a secure link to review and sign the document. You can track in real-time when the document is opened, viewed, and signed.

Step 5: Download the Completed Document

Once all signatures are collected, everyone receives a copy of the fully executed document along with a certificate of completion that serves as your audit trail.