Sending a document for signature

Sending a document for signature is super easy with Upsign. You can send a document for signature from your computer or your mobile device. All you need to do is upload the files, add the people you want to send it to, and specify what actions you want them to take on the document.

Note: If you want to sign your own document, you simply add yourself as the person you want to send it to. You can then send it to yourself to sign or add others to sign as well. See Sign Your Own Document to learn more.

You can send a document for signature by taking the following steps:

1. Create a document

You can create a new document from scratch, use a template to create the document, or continue working on a draft.

2. Add files

You can add one or more files from your computer. Upsign supports multiple file types.

3. Add Recipients

Choose the people you want to include in the signing process and the roles you want them to play (Signer, Approver, CC)

4. Add fields

Associate recipients with the fields you want them to complete. You can choose to add fields before adding the recipients or add the fields and then the recipients. Whichever is easiest for you!

5. Review and Send

The final step is to add a message for the recipients and enable reminder and expiration settings. When adding a message, you can include a general message for all recipients or include a private message to one or multiple recipients.