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.
Choose Send one-time document in Templates.
The one-time document screen, for sending a PDF once without making a template of it. Screenshots use a demonstration workspace. Choose one PDF. Office files and images should first be converted to PDF or uploaded as templates.
Enter the recipient’s name and email, review the agreement name and message, and choose expiry and reminders.
Press Send. A one-time send uses one document credit.
You should see
The request is tracked under Agreements. The signer is asked for a signature near the end of the PDF.
If it did not work
For multiple signers, in-person delivery, copy recipients, sender fields or precise field placement, use a reusable template.
To reuse the same preparation for later people, upload it under Templates instead.