GetSimpleSign

Help / Sending

Send a one-time document

For a PDF you will never send again, so making a template of it would be a waste of time.

  1. Press Send one-time document from the template library.

    The one-time document screen, for sending a PDF once without making a template of it.
    The one-time document screen, for sending a PDF once without making a template of it.

  2. Choose the PDF.

  3. Type the signer’s name and email, and a name for the agreement. The name defaults to the file name, which is usually close enough.

  4. Press Send.

You should see

It appears under Agreements exactly like one sent from a template.

If it did not work

You wanted to place fields on it. A one-time document takes a signature at the end rather than fields you place. If you need fields, upload it as a template instead — you can archive the template afterwards.

You find yourself sending the same one-time document twice. Make it a template. It takes five minutes once.

Next:Upload a document