How do I send a document in Papersign?

Once you've previewed your document and are happy with your setup, you're ready to request signatures!

Is my document ready to send?

In order to send a document, each signer must have:

If you have any signers that don't meet these requirements, or if you don't have any signers at all, you will see an error message explaining the issue. Learn more about how to get your document ready for sending.

How do I send my document?

To send a document, click the "Send" button on the top-right corner of the editor.

If the sending requirements are met, a final pop-up will appear to confirm the signature requests.

Final confirmation pop-up before sending a Paperform Dashboard.

This gives you a chance to double-check the names and emails of all signers and finalize the following settings:

  • Signing order
  • Configured behavior
  • Emails
  • Automatic reminders

What happens after sending?

When you hit the final "Send" button, you will be taken to your document's Details page.

A screenshot of the document's "Details" page.

From here, you can view the signer status of each participant, modify reminders and expiration times, track document activity, and view the document in its most current state. Learn more about how to manage your Papersign documents.

How do I send multiple documents at once?

If you have multiple documents ready to be sent, you can send them all at once by following these steps.