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Getting Started5 min readJanuary 10, 2026

How to Send Your First Document for Signature

A step-by-step guide to sending your first document for electronic signature using SignFlow.

EW

Emily Watson

VP of Product

Sending Your First Document

Getting started with SignFlow is easy. Follow these simple steps to send your first document for signature.

Step 1: Upload Your Document

  • Log in to your SignFlow account
  • Click "New Document" in the dashboard
  • Drag and drop your PDF or click to browse
  • Supported formats: PDF, Word (.docx), and common image formats.

    Step 2: Add Recipients

    Enter the email addresses of everyone who needs to sign:

  • **Signers**: People who need to sign the document
  • **Approvers**: People who need to review and approve
  • **Viewers**: People who receive a copy (CC)
  • Step 3: Place Signature Fields

    Click where you want signers to sign, initial, or fill in information:

  • Signature fields
  • Initial fields
  • Date fields
  • Text fields
  • Checkbox fields
  • Step 4: Review and Send

  • Preview the document
  • Add an optional message
  • Set reminder preferences
  • Click "Send for Signature"
  • What Happens Next?

    Recipients receive an email with a link to sign. They can sign from any device without creating an account. You'll be notified as each person signs.

    Try it now - it's free

    Ready to try SignFlow?

    Start signing documents in minutes. No credit card required.

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