The editor gives you full control over who does what and where. It has three steps, shown at the top: Recipients, Fields and Send.
Step 1: Recipients
- Upload your PDF and select Continue to recipients.
- Fill in the first person's Name and Email. A Phone number is optional; it lets you share their link by WhatsApp or SMS later.
- Choose their Role: Signs, Approves, Views or Gets a copy. See Add recipients and choose their roles.
- Select Add recipient for each extra person (up to 10).
- Select Next.
Step 2: Fields
- Pick a person at the top of the toolbar, then a field type such as Signature, then tap the page where it should go. Repeat for each field. Place fields on a document explains moving, resizing and removing them.
- Every signer needs at least one field. Select Next when you're done.
Step 3: Send
- Check the Document title. Optionally add an Email subject and a Message to recipients.
- Choose when Signing links expire after: 7, 14, 30 or 90 days, or never.
- Select Send for signature. Or select Save draft to finish later.
Each person gets an email with their own link. You're taken to the document's page to track who has signed.