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Getting Started with SignFlow
Learn how to send your first document for signature in under 5 minutes with this comprehensive guide.
SJ
Sarah Johnson
# Getting Started with SignFlow
Welcome to SignFlow! This guide will walk you through sending your first document for signature in just a few simple steps.
What You'll Need
Before you begin, make sure you have:
- A SignFlow account (sign up at signflow.com)
- A document ready to send (PDF, PNG, or JPEG format)
- Email addresses of the people who need to sign
Step 1: Upload Your Document
- 1Log in to your SignFlow account
- 2Navigate to the Documents section
- 3Click the Upload Document button
- 4Select your file (max 10MB)
The system accepts the following file types:
- PDF documents
- PNG images
- JPEG images
Step 2: Add Signature Fields
Once your document is uploaded, you'll see the document editor where you can:
- Drag and drop signature fields onto the document
- Assign fields to specific signers
- Mark fields as required or optional
- Add other field types like initials, dates, or text
`javascript // Example: Field types available const fieldTypes = [ 'signature', 'initials', 'date', 'text', 'checkbox' ]; `
Step 3: Add Signers
Click Add Signers and enter:
- Full name of each signer
- Email address
- Role (signer, approver, or CC)
You can add up to 50 signers per document.
Step 4: Configure Settings
Customize your signing request:
- Expiration: Set when the request expires (default: 30 days)
- Reminders: Enable automatic reminders (recommended)
- Message: Add a personal message to signers
Step 5: Send for Signature
Review everything and click Send. Each signer will receive an email with a secure link to sign the document.
What Happens Next?
After sending:
- 1Signers receive email notifications
- 2They click the link and review the document
- 3They add their signatures
- 4You receive notifications as each person signs
- 5When everyone signs, you get the completed document with a certificate
Tips for Success
- Clear instructions: Add a message explaining what signers need to do
- Enable reminders: Automatic reminders help ensure timely completion
- Check email addresses: Double-check all email addresses before sending
- Test first: Try sending a test document to yourself
Need Help?
If you run into any issues:
- Check our Help Center
- Contact support at support@signflow.com
- Join our community forum
Happy signing! 🎉
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