Send your first document

Go from an unsigned PDF to a sent signature request in four steps.

Before you start

• A verified eSignMor account
• A PDF ready to send

1. Upload the document

   Open the correct team, select Documents, and upload your PDF. How many files you can upload at once depends on your plan (up to 5 during the free trial).

   Upload the PDF you want signed.

   Result: The document opens in the editor.

2. Add recipients

   Add each recipient’s name and email, choose their role, and set a signing order if the order matters.

   Add the people who need to sign, approve, view, or receive a copy.

   Result: Every person who must act is listed with the correct role.

3. Place the fields

   Select a recipient, then drag signature, date, and text fields onto the correct pages.

   Assign fields to the right recipient before you send.

   Result: Each recipient has the fields they must complete.

4. Preview and send

   Open Preview, check every page, then send the request and wait for the confirmation.

   Review the complete envelope before sending.

   Result: The document moves to Pending and recipients receive their email.

What happens next

• Track the pending document and send reminders if needed.