You can send documents for signature with any of our Signeasy subscription plans.

How Do I Request a Signature?

• From your dashboard, click on Send for Signature or select Send for Signature on the specific document to be sent:

• Option 1:

  

• Option 2: From the current files.

  

• Option 3: From the 'Upload' option.

  

• Add the recipient’s name, email address, and an optional message.

• Adding multiple recipients automatically enables setting a signing order by selecting the Set Signing Order box. To change the recipient order, drag the order icon up or down.

  

• You can also request attachments from the signer by clicking on the vertical ellipsis and selecting Request Attachments.

• You can request up to ten attachments from the signer that can be mandatory or optional:

  

  Please note: the following formats are supported: .pdf, .jpg, .xls, .doc, .docx, .xlsx | Size limit: 2MB per file

  Send copies of completed/signed documents by entering one, or multiple email adresses individually on each box field.

  

• Proceed to clicking Next on the screen and you will be guided to the page to fill out the fields. Click the field on the left-hand side and drag it where you wish to place it.

  

• Once all fields have been assigned, click on Send for Signature and finalise the document.

YouTube link for Requesting Signatures Online with Signeasy (Step-by-Step)