How to Send Your First Document for Signature

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

1. 1Log in to your SignFlow account
2. 2Click "New Document" in the dashboard
3. 3Drag 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

1. 1Preview the document
2. 2Add an optional message
3. 3Set reminder preferences
4. 4Click "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