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Your First Document

This walkthrough takes you through the complete process of creating a document, adding signing fields, inviting a signatory, and sending it for signature.

Step 1: Create a new document​

  1. Click Documents in the navigation menu.
  2. Click New Document.
  3. Enter a name for your document (e.g. "Service Agreement").
  4. Optionally add a description and set an expiration date.
  5. Click Create.

Step 2: Upload a file​

  1. On the document detail page, click Upload File.
  2. Select a PDF, image, or Office document from your computer.
  3. The file is automatically converted to PDF if necessary.
  4. You can upload multiple files — they will be combined into a single document.
tip

You can also import files directly from Google Drive. See Google Drive Integration.

Step 3: Place signing fields​

  1. Open the document editor by clicking on the uploaded file.
  2. You'll see your document pages displayed with a toolbar of field types.
  3. Drag and drop fields onto the document pages:
    • Signature — where the signatory will draw their signature
    • Date — where a date will be entered
    • Text input — for names, titles, or other text
  4. Position and resize each field as needed.
  5. Assign each field to a signatory (if you have multiple signatories).
  6. Mark fields as required or optional.
  7. Click Save to store the field positions.

Step 4: Invite a signatory​

  1. Click Invite on the document page.
  2. Select an existing client contact or enter a new email address.
  3. If you have multiple signatories, set the signing order (who signs first, second, etc.).
  4. Click Add.

Step 5: Send for signature​

  1. Review the document and signing fields.
  2. Click Send.
  3. Select which invitations to send.
  4. Each signatory receives an email with a secure link to view and sign the document.

The document status changes from Draft to Sent.

Step 6: Track progress​

Once sent, you can monitor the document:

  • Timeline — see when the document was sent, viewed, opened, and signed.
  • Status — the document moves to Completed once all signatories have signed.
  • Audit log — download a PDF audit trail showing all signing activity with timestamps and IP addresses.

Step 7: Download the signed document​

Once all signatories have signed:

  1. The document status changes to Completed.
  2. Click Download to get the signed PDF with all signatures embedded.
  3. You can also download the audit log as a separate PDF.
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All parties receive an email notification when the document is completed.

Congratulations! You've completed the full document signing workflow. Explore the rest of this guide to learn about blueprints, client management, and team permissions.