Sending an Envelope

Upload your documents

Click Browse files or drag and drop documents from your desktop. The system accepts PDF and DOCX files, with DOCX automatically converted to PDF format.

Once uploaded, documents appear in a list below the browse area. Access the Actions button (three vertical dots) on each document to apply templates, replace files, or perform other actions.

Add your recipients

Enter each recipient's full name and email address, then assign one of three roles:

• Needs to sign — The recipient must sign documents. Each signer requires at least one signature field placed in the documents.
• Needs to view — The recipient reviews documents only and confirms completion with a Finish viewing button.
• Receives a copy — Similar to CC. The recipient takes no action and receives the completed envelope.

Optionally enter a mobile number to send the envelope via SMS (additional charges may apply).

Recipient options

Click Options next to any recipient for additional settings:

• Require password — Recipient must enter a password before accessing the envelope.
• Require two-factor — Recipient must complete SMS two-factor authentication.
• Document permissions — Control which documents the recipient can access.
• Redirect endpoints — Direct the recipient to a specific URL after signing completion.
• Remove recipient — Delete the recipient from the envelope.

Signing order

Toggle Enable signing order for sequential signatures. Assign numbers to each recipient to define the sequence. Recipients numbered 1 receive the envelope first; those numbered 2 receive it only after all 1s complete their role.

Multiple recipients can share the same number to receive the envelope simultaneously after prior steps finish.

Prepare documents

Click Prepare documents to open the document preparation view. Select a recipient from the upper left dropdown, then drag fields onto the document to guide recipients on where to sign and what information to provide.

Customise each field using the right-hand options panel, including changing the assigned recipient, adjusting formatting, marking fields as required, or adding tooltips.

Customisation options vary by field type (signature, text, date, etc.).

Once complete, click Save changes in the upper right corner.

Review envelope

Name your envelope and compose a message for recipients:

• Envelope name — Provide a name for your reference.
• Use a message template — Select a pre-built template from the dropdown if available.
• Message to recipients — Write or edit the email message included in the envelope.
• Add private messages — Send different messages to specific recipients, replacing the main message for that recipient only.
• Share with group — Toggle to share with all accounts in your group (if applicable).
• Labels — Select one or more labels to categorise the envelope.

The Email preview panel on the right displays how recipients will see the envelope email, including branding, message, and sender details.