Using Document Signer

Creating a Document

• Upload Document: a PDF up to 25MB.
• AI Drafter: describe what's needed and AI writes the document.
• Templates: save documents that are sent often and reuse them.

Adding Fields

In the editor, place fields for each signer: signature, initials, name, email, company, date, text and checkbox. Signers can draw or type their signature.

Sending

• Add the signers by name and email; they sign from a link, no account needed.
• Set an Expiration date, and use Reminders to nudge anyone who hasn't signed.
• Bulk Send sends the same document to many people at once.

After Signing

The dashboard shows pending, completed and expiring documents. Every completed document has a downloadable signed PDF and an Audit Trail of who viewed and signed it, and when.

For Developers

In Settings, clients can create API Keys to send documents from their own software and set up Webhooks to be notified when documents are signed.