1
UploadAdd document
2
RecipientsAdd signers
3
FieldsAdd fields
4
Review & SendReview & send
Create a new envelope
Choose document source
Upload Document
PDF, Word, or images
Use Template
Start from a reusable template
Import from Cloud
Google Drive, OneDrive & more
Upload
Upload your document
PDF, DOC, DOCX
PDF, DOC, DOCX
Recipients
Add signers and set roles
Who needs to sign?
Who needs to sign?
Fields
Add fields to your document
Drag & drop
Drag & drop
Send
Review and send
You're all set!
You're all set!
Import from Cloud
Select files from connected storage
CLOUD PROVIDERS
Google Drive
Import files from your Google Drive
OneDrive
Import files from your OneDrive
Coming Soon
SharePoint
Import files from your SharePoint
Coming Soon
Who needs to sign?
Add recipients
Field Properties
Click a placed field to edit its properties
PLACED FIELDS (0)
Review and send your envelope
Email Notification
Insert:
Tokens:
{{title}}, {{name}}, {{sender}}, {{link}}, {{expiry}}, {{company}}