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How do I send my first document for signature?

Question posée parÉCÉquipe CertyneoÉquipe CertyneoVoix active · 128

I just created my account and I'd like to send my first document for signature, but I'm not sure where to start. What are the steps?

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Welcome! Sending takes three steps from your dashboard:

  1. Upload your document (PDF, Word or image — it's converted automatically).
  2. Add the signer(s) (name + email), then drag and drop the fields (signature, date, initials) exactly where you want them.
  3. Review the summary and click “Send”.

Each signer receives an email with a secure link and signs in seconds, with nothing to install. You track progress in real time under “My documents” and get a notification on every signature.

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