Sending your first document

1. 1Upload the PDF. It is stored as you sent it; we never re-render or flatten the original.
2. 2Name the signers in the order they should sign, each with the address they actually read.
3. 3Drop the fields: signature, initials, date, and any text box the signer has to fill in.
4. 4Set an expiry. A document with no deadline is the one that sits unopened for a month.
5. 5Send. Each signer gets their own link, and the audit trail opens the moment the first one arrives.

Send one real document to one real signer before you send fifty. You will see exactly what your signers see, which is the part that is hard to imagine from the sender's side.