Prepare and validate the PDF
Check that the document includes all required terms and attachments. Sending the wrong version early in the process creates avoidable delays.
For repeat agreements, templates help keep formatting and clauses consistent.
Invite signers and send securely
Add recipients and send a secure signing link. Signers can complete the step from desktop or mobile browser.
Real-time status helps you follow up only when needed.
Finalize and archive
After all signatures are collected, store the signed PDF with event history in one place. That makes audits and internal lookups much easier.
You can also review how to sign a PDF for a step-by-step walkthrough.