Create and send documents

Create from template

1. Select a saved template.
2. Name the document.
3. Confirm sender information.
4. Add receiver information.
5. Add recipients if needed.
6. Assign recipient data groups and signature fields where relevant.
7. Choose document settings.
8. Fill sender fields.
9. Review the confirmation screen.
10. Send the document.

Recipient setup

The receiver is the primary person receiving the document. Additional recipients can be added when more people need to interact with the document.

• Name
• Email
• Title, if needed
• Data group, if they must fill fields
• Signature placeholder, if they must sign

One-off documents

Use a one-off document when you want to send a document once without saving it as a reusable template. Upload the document, fill the detected fields, add sender and receiver details, and send it.