Create an envelope to send to a recipient(s)
Step 1 From the dashboard, click ‘Get Started’. Step 2 Add a document through one of the listed options. Step...
Envelope Creation
Upload a document, create an envelope, add folders to your account and more.
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Upload a document
Step 1 From the dashboard, go to ‘Library’. Step 2 Click ‘Upload File’ in the top right corner. Step 3... -
Apply fields to a document
Step 1 Upload your document and add any required information, such as the signer’s details and envelope content (optional). Then... -
CC a person in a signed envelope automatically
Step 1 From the dashboard, go to ‘Get Started’ or ‘Templates’. Step 2 Go to Envelope Signers and Add Recipient.... -
CC a person in a signed document
Step 1 From the dashboard, go to ‘Get Started’ or ‘Templates’. Step 2 Upload your document. Step 3 Click on... -
Delete documents from your library
Step 1 From the dashboard, go to ‘Library’. Step 2 Click the checkbox of the document you would like to...
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