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Prepare and send a signature request

Ask other people to sign a PDF.

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Before you start: A PDF in your files (a Word document has to become a PDF first).

In this guide
  1. Start a request
  2. Add the file and the recipients
  3. Place the fields
  4. Write the email and send

1. Start a request

In the left menu open Signatures, choose Sent, then Request signing: the button is at the top of the Sent page. When a PDF is open in the viewer, Request signing is also in its header.

2. Add the file and the recipients

Under File & Recipients choose Select from My docs, or Browse from device, or drop the PDF in. Then choose Add recipient and enter each person’s name and email. Tick I need to sign the document if you sign as well. Choose Next.

3. Place the fields

In the Signings area place the signature fields each person has to complete, then choose Next.

4. Write the email and send

Under Email details check the Email subject, add an Additional note (Optional) and choose Send. If you close before sending, Save as draft keeps your work, or Close & clear throws it away.

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