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Sending a Document

Send for Signature

Sending a Signature Request on the Web App

Edit signer details

Guidelines on how to edit, delete, or add signers to your document.

Cloud Import with Signeasy

Importing documents via Cloud Storage on the web app

Documents with attachments

Sending Documents with attachments on the web app

Observers (Receives a Copy)

CCing a user/signer or copying them to receive a copy of the document

Pre-filled fields for Bulk Send

How to use pre-filled fields to streamline your bulk sending workflow.

Custom Fields

Set up and use custom fields to collect specific information from signers.

Bulk Send documents

Send multiple documents to several recipients at once with the bulk send feature.