Creating a new envelope is done through a 3-step wizard. Each step must be completed before proceeding to the next. Once all steps are done, the fields editor opens so you can place signature fields on your documents before sending.
To start, click the Create button in the right corner of the top navigation.
Upload the documents you want to send for signature. You can add documents from three sources:
| Source | Description |
|---|---|
| Device | Upload a file from your computer by browsing or dragging and dropping it into the upload area. |
| URL | Import a document directly from a web URL. |
| Cloud | Import a document from a connected cloud storage provider. |
Supported file formats are
.doc, and.docx. The maximum file size per document is20 MB.
Multiple documents can be added to a single envelope. Uploaded files are listed below the upload area and can be removed individually or cleared all at once.
Add the people who need to interact with the envelope. Each recipient requires the following fields:
| Field | Description |
|---|---|
| Role | What the recipient needs to do. Defaults to Needs to Sign. |
| The recipient's email address. | |
| Name | The recipient's display name. |
| Multi-factor authentication | Optional. When enabled, the recipient must complete an additional verification step before accessing the document. |
| Mandatory | Whether this recipient's action is required for the envelope to be completed. |
Additional options available on this step:
When using a recipient group, only one member needs to sign — their signature counts for the entire group.
Customize the email sent to recipients and configure expiration and reminder settings for this envelope.
| Field | Description |
|---|---|
| Subject | The subject line of the email sent to recipients. |
| Edit message | An optional message body to provide context or instructions to your recipients. |
| Notify me when recipients open the envelope | Toggle to receive an email notification when a recipient opens the envelope. |
| Notify me when signers sign the envelope | Toggle to receive an email notification when a recipient signs. |
| Field | Description |
|---|---|
| Expiration date | The date after which the envelope can no longer be signed. Defaults to 30 days from today. |
| Send alert (days before) | Number of days before expiration to send you an alert. Defaults to 1. |
| Field | Description |
|---|---|
| First Reminder | |
| First reminder (days) | Number of days after sending before the first reminder is sent to recipients who have not yet signed. Defaults to 3. |
| Repeating Reminder | |
| Repeating reminder (days) | Number of days between each follow-up reminder. Defaults to 3. |
Expiration and reminder defaults are pulled from your User Settings → Digital Signatures → Sending and can be overridden here per envelope.
After completing all three steps and clicking Continue, the fields editor opens automatically. Here you place signature fields, text fields, date fields, and other inputs on your documents to define exactly where each recipient needs to interact.
Once you are satisfied with the field placement, send the envelope directly from the editor.
For a full walkthrough of placing fields, see Fields editor.