Open the app, then click the + icon on the bottom right corner.
Then, select where you’d like to upload the file from.
Files – files from your mobile phone
Drive – Google Drive documents
Dropbox – Dropbox documents
Select the file you wish to send for signature(s).
Select who needs to sign the document:
Me - you as the only signer on the document.
Only Others - other people can sign the document and you will be able to view and track the document.
Me & Others - you and other people can sign the document. Choose who needs to sign the document.
Then, click Add signer.
You can choose a signer from your previously contacted individuals or manually enter their email address.
You can choose whether all signers can sign at the same time or if they should sign in a specified order.
Select a due date then, click Next.
Prepare the document by inserting the fields you need. Choose a specific field type and then tap on the document where you want to position it.
Once you have placed a field, you can customize its settings in this section.
Once you've added all the required fields, click Next.
Then, take a moment to review the document. You can also personalize your email by adding a custom subject line and including a message if desired.
Lastly, hit Send.
NOTE: After you click Send, an email will be dispatched to the signers, prompting them to review and sign the document.