Creating a New Document
Before you begin, you will need:
- A document to send (preferably in PDF format, but other file formats will work)
- The names and emails of the signers for that document
Create a New Document
To create a document, click +New and then New Document.
Step 1: Upload a File
Begin by uploading the document you wish to use by either dragging and dropping it into the grey area or using the Upload From Computer button in the middle of the page.
A message will appear when a document is successfully uploaded, and the name of the document will be listed on the right-hand side. When you’re finished, click Next in the top right or Add My Recipients below the upload area to continue to the next step.
If you have a document that has PDF form fields or anchor text, you can select those options first before uploading your document. This will let the system know to upload while searching for those options.
Step 2: Add Your Recipients
On the Recipients’ page, you can add as many signers as you need for a workflow.
To do this, simply click Add Recipients and enter their names and email addresses, or if you will be a signer, you can simply select Add Me to add yourself.
You can also create a signing order by selecting the Signing Order checkbox and reordering the recipients like so. This allows you to create a sequence for your signers and further customize the workflow to fit your needs.
When you’ve added your signers, personalize the invitation email to your signers by changing the email subject line and body message to suit your needs. You can also customize an email reminder schedule and set up capturing page view evidence from your signers on the right menu.
When you’re done, click Next to edit the document to capture the electronic signature and any other information from your signers!
Step 3: Add Tags
On the editor page, drag and drop Tags from the left onto the document.
To edit a tag’s settings, select the tag and then click on the gear icon. 
Step 4: Change Recipients and Pre-fill Tags
Now that you have finished adding your tags to the document, it is time to assign the tags to the correct signer. There are multiple ways to do this:
Option A: Select the tag and click on the dropdown menu with the recipient’s name
Option B: Select their name from the recipient’s list.
Option C: Select two or more tags by clicking and dragging and then changing the recipient in the right menu.
You can also pre-fill the tags by simply clicking on the tag and then typing.
Step 5: Review and Send
Review your document before clicking send in the top right.
Congratulations on sending a document!