The 60-second version
- Open Documents → Upload your PDF, or pick a ready-made sample (NDA, offer letter, service agreement) from the empty-state launcher.
- On the document detail page, drag signature, initials, date, or text fields onto the PDF. Each field is assigned to a specific signer.
- Add signer email addresses + names in the right-hand panel.
- Click Send. Signers receive an email with a one-click link — no account required on their side.
What signers see
Each signer gets an email branded as your organization (logo + color if you've set them up under Settings → Email branding). The "Sign Document" button opens a unique signing page where they review the document, enter the signature, and verify identity via a one-time email code.
What you see while they sign
The Documents list shows status per document (Sent, In Progress, Completed). The audit trail under each document records every event — email-link clicks, page views, OTP verifications, signatures — with timestamps and IP addresses.
When all signers complete, the document moves to Completed and everyone receives a signed PDF + Certificate of Completion as email attachments. The CoC is a separate PDF documenting the full signing history, suitable for legal disputes or compliance audits.