Sending a document for signature shouldn't take longer than writing the email that accompanies it. Here's how to go from a plain PDF to a signed, sealed document in three steps — no printer, no scanner, no signer account required.
Step 1 — Upload or create the document
Start by adding the document you want signed. You can upload an existing PDF, pick one of the built-in templates (NDA, offer letter, freelance agreement, and more), or describe what you need and let AI draft it for you.
Give the document a clear title and add your signer's name and email. On a paid plan you can add several signers and choose the order they sign in.
Step 2 — Place the fields
Drag the fields each signer needs to complete onto the page — signature, initials, date, name, email, text, or checkbox. You can move and resize each field, and assign fields to specific signers when there's more than one.
This is what makes signing effortless for the recipient: they just click each highlighted field and fill it in, rather than guessing where to sign.
Step 3 — Send the secure link
Click send, and each signer gets a secure, unique link by email. They open it in any browser, complete their fields, draw or type a signature, agree to the consent statement, and submit — all from their phone or laptop.
You'll see the status update in real time: sent, viewed, signed, completed. When everyone has signed, the finished PDF is generated with a certificate of completion, and both sides can download it.
Tips to get signed faster
- Use a clear document title so signers know what they're opening.
- Add only the fields you truly need — fewer fields means faster signing.
- Turn on reminders so unsigned documents get a gentle nudge.
- Save documents you send often as templates to skip setup next time.
Doc Sign Flow provides electronic signing tools but does not provide legal advice. You are responsible for ensuring your documents comply with local laws.
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