Sending a document for signature used to mean printing, scanning, emailing, waiting, and doing it all again for the next person. Now it's: add signers, drop signature boxes, send. That's the whole workflow.
The minute it takes
- Open the PDF in the editor — or write one from scratch with the Write tool.
- Click Collect Signatures and choose Email Signing Workflow. Under Who needs to sign? add each signer's name, email and role — or pick a saved template — then click Continue & Place Signatures.
- Place a box for each signer — select the signer in the Signers panel, then click the page where they sign. The menu on each box makes it a Signature, Initials, Date Signed or Full Name box. Then click Preview in the bottom bar to see each signer's page — how to preview.
- Send for Signing — the confirmation window lets you preview the invitation email, Preview as signer, add CC recipients, and set reminders and link expiry. Click Send Email Invites Now and each signer gets a private link. They open it in the browser, draw or type their signature, and it's done.
- Get the finished file — when everyone has signed, the completed PDF is emailed to all parties (and anyone you CC'd) automatically, and Audit Trail on the completed request shows every step. Email Copy… sends the signed PDF to anyone else later.
No printing. No scanning. No chasing.
What signers experience
A clean page with the document and a signature box. Tap, draw or type your signature, confirm, done. No account, no app, no watermark. They can also add an initial here and a signature there — the boxes you placed — and any Date Signed or Full Name box fills itself in the moment they sign.
Following up without chasing
- Reminders — anyone who hasn't signed gets a reminder email on day 3 and day 7 (you can turn this off before sending).
- Link expiry — links can expire after 7, 14, 30, 60 or 90 days, or never; if a request expires you're emailed how to send a fresh one.
- Markers on your copy — after sending, each box stays on your document as Sent · waiting on the signer's name, and turns to ✓ Signed as they finish.
- CC recipients — people who should get the completed copy but never sign, like a lawyer or a property manager.
- Templates — Save as Template keeps the box layout and a name for each role (never names or emails), with tags to find it under My Work › Templates, so the next lease starts with Use Template. See reusable signing templates.
When to level up to live signing
A click-to-sign link is perfect for most documents. When you need more — a witnessed signature, identity checks, or proof of the moment — send the same document through the Video Signing Room: live video, consent, identity verification, recording, and the sealed PDF at the end.
What you get back
The completed file is sealed automatically — every signing now produces a Certificate of Signing & Seal page and a verifiable fingerprint, so the copy in your records is provably the original. Open Audit Trail on the completed request to see each event with its time, IP address and device, and to download the certificate or the signed document on its own.
Send your first signature request
Free tier includes signature requests — Pro Signing unlocks more plus live video signing.
Send for signature →The short version
Sending a PDF for e-signature is add signers, drop boxes, send. Signers open a link, sign in the browser, and the completed, sealed PDF comes back to everyone automatically. A minute of setup; the evidence follows.