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Sending a Document for Signature
Updated 4 days ago

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:

  • Option 1:

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  • Option 2: From the current files.

    Screenshot 2025-09-27 at 1.58.45 AM.png

  • Option 3: From the 'Upload' option.

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  • 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.

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  • 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:

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

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

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  • Proceed to clicking Next on the screen and you will be guided to the page to fill out the fields. Click the field on the left-hand side and drag it where you wish to place it.

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  • Once all fields have been assigned, click on Send for Signature and finalise the document.

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