1. Select Documents
Browse and select one or multiple templates from the list on the left. You can preview documents using the eye icon.
2. Configure Preferences
Choose if you want Sequential Signing (signers must sign in order) or Visible Fields (all signers see all fields).
3. Select Signing Mode
Select Remote via Email to send links, or In-Person if the signer is with you right now.
4. Add Signer Details
Enter names and emails. Our autocomplete will help you find existing contacts quickly.
5. Customize Message
Use the rich text editor to write a personal note that will be included in the invitation email.
6. Review & Send
Check the summary in the Review panel to ensure everything is correct before sending the request.