Your first document
From an empty account to a signature, in about ten minutes.
Use a non-sensitive test document and your own test recipient first. Sending consumes one document credit.
Open Templates and choose Upload templates. Upload a supported file, or choose Start from the gallery.
123Template library with search, status filters, uploads, gallery and template row actions. Screenshots use a demonstration workspace. - 1Upload supported PDF, image or Office documents.
- 2Filter templates by status.
- 3Use a Ready template to enter the real recipients.
For an upload, choose Continue setup. Name the roles that sign, such as Client and Staff signer, and choose Sequential or Parallel.
The roles screen, where you describe who signs — by their part in the agreement rather than by name. Screenshots use a demonstration workspace. Press Continue to prepare fields. Select the Field owner, then place Signature, Full name, Signed date, Text or Checkbox fields. Every signer needs a signature field.
The field editor, showing the document with a name, signature and date field placed on it. Screenshots use a demonstration workspace. Choose Review template, check the role and field summary, then press Mark template Ready.
The review screen, listing every field and who fills it in before the template is published. Screenshots use a demonstration workspace. Back in the library, choose Use template on the Ready document. Fill in every real recipient and any sender-completed fields, review the expiry and reminders, and choose Send agreement.
123The send screen, with the recipient's name and email, how they sign, the language, the option to require an access code, the agreement name, message, expiry and reminders. Screenshots use a demonstration workspace. - 1Enter the real recipient for this reusable signer role.
- 2Add a separate signing access code if needed.
- 3Review expiry and reminder settings before sending.
Agreements shows the request. Parallel email signers receive invitations together; sequential signers are invited when their turn starts.
If publication is refused, follow the review warning and give each signer role a valid signature field.
If sending is blocked by an empty balance, an owner can purchase document packs under Documents and billing.
A gallery copy may already be Ready. Review its content, roles, fields and language against your organization’s needs before sending it.