You can send documents for signature with any of our Signeasy subscription plans.

How Do I Request a Signature?

• From your dashboard, click on Send for Signature or select Send for Signature on the specific document to be sent:

• Step 1
  

• Step 2

  

• Add the recipient’s name, email address, and an optional message.

• Adding multiple recipients automatically enables setting a signing order by selecting the Set Signing Order box. To change the recipient order, drag the order icon up or down.

  

• You can also request attachments from the signer by clicking on the vertical ellipsis and selecting Request Attachments:

  

• You can request up to ten attachments from the signer that can be mandatory or optional:

  

  Please note: the following formats are supported: .pdf, .jpg, .xls, .doc, .docx, .xlsx | Size limit: 2MB per file

• Select Send without Fields or Add Fields to add document fields to specify the location for signature

  

  Send copies of completed/signed documents by entering one, or multiple email adresses individually on each box field.