Collect, review and sign
Take a saved master through a real document request.
Prepare a request
Use your cloud workspace for client records and real requests. Choose the template, enter team answers and nominate form recipients. Review email addresses before sending. The browser-only workspace does not send real requests.
Review and generate
Track responses in Requests. If your workflow requires approval, complete that step before generating. Review the generated PDF for missing answers, unexpected clauses and pagination before sending it for signing.
Invite signers
Each signer receives their own link and verifies their email with a code. They review the document, provide their signature and confirm consent. Follow the signing progress and retain the completed copy and evidence. Email verification confirms access to an inbox, not independent identity verification.
Standalone document signer
Open Document signer to upload an existing PDF and position signature, text or checkbox fields. Zoom and snapping help with placement. Check each assigned recipient and field before starting the signing process.