Sending a Document for Signature

Modified on Wed, 15 Mar, 2023 at 6:46 PM

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:


    a)




          b)


  • 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.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article