Getting started

Create your account

1. Go to Sign up and enter your full name, your email address and a password. Your password needs at least 10 characters; a few random words strung together works well. Passwords that have turned up in known data breaches are refused, for your safety.
2. Choose Create account. We email you a confirmation link straight away. It works for 24 hours.
3. Open the email and select the link. Your email is confirmed and, in the same browser, you are signed in and taken to your documents.

Your free trial starts when you confirm your email. It lasts 7 days and includes 3 documents, with up to 2 signers on each and up to 10 different people in total. No card is needed.

No email? Check your junk or spam folder and mark it “Not junk”, so the emails your signers get later arrive properly too. You can also choose Send the link again on the screen you see after signing up.

Finding your way around

Once you are signed in, the bar at the top of every page has everything you need:

• Documents: everything you have sent, signed or started. This is your home page.
• Templates: documents you have set up to use again, and ready-made starter documents.
• Contacts: the people you have sent documents to, saved for you so their details fill in as you type.
• Reports: how many documents you have sent and how quickly they get signed.
• Team: shown when you are on the Teams plan or part of a team.
• On the right: the ? button opens this help centre, the moon or sun button switches between dark and light, the bell shows your notifications, and your name opens the account menu (Account, Activity, Check a signed document and Log out).

Send your first document

1. On the Documents page choose New document, or simply drag a PDF from your computer anywhere onto the page. See Uploading a PDF.
2. The editor opens. Add the people who need to sign: their name and email address. If you need to sign too, choose I need to sign too. See Adding the people who sign or approve.
3. Pick a field on the left, such as Signature, and click where it goes on the page, or drag it into place. Do this for each person. See Placing fields.
4. Choose Review. Add a message if you like, decide whether people sign at the same time or one after another, and set a deadline and reminders. See Reviewing and sending.
5. Choose Send now. Each person gets an email with their own private link. They do not need an account.
6. Follow progress on the document’s page. When everyone has signed, you and your signers are emailed the signed PDF, which ends with an activity trail page showing who signed and when.

Not ready to send? Everything you do in the editor is saved as you go. Close it and the document waits in the Drafts tab.

What your signers need

Nothing except their email. They open the link on a phone, tablet or computer, read the document, fill in their fields and sign by drawing, typing or uploading their signature. They never need to create an account or install anything. Signing a document you’ve been sent explains what they see, so you can tell them what to expect.