Creating a Signing Request

What this does

A signing request prepares a document for electronic signature by defining where recipients need to sign, initial, or fill in fields.

When to use it

Create a request whenever you need a document signed — contracts, agreements, forms, or approvals.

Step by step

1. Go to E-Sign in the main menu
2. Click + New Request
3. Upload a PDF document or select a template
4. Add recipients:
   • Name and Email for each signer
   • Set the Signing Order if signatures must happen sequentially
5. Place signature fields on the document:
   • Drag Signature fields where recipients need to sign
   • Add Date, Initial, or Text fields as needed
   • Assign each field to a specific recipient
6. Click Save

Tips

• The document preview shows exactly where fields are placed
• You can add multiple signature fields per recipient
• Auto-detect scans the PDF for common signature patterns