How do I send a document for signing?

This guide explains how to send a document for electronic signing using the Signing app in Orangedox.

You can select a document from Google Drive, add the required fields, and select the recipients who need to sign the document. Orangedox will automatically email all recipients with a link to sign the document..

Open the Signing App

Go to the Signing app in your Orangedox dashboard.

Send a document for signing

Select Send for Signing to start a new signature request.

Select your document

Choose the document you want to send for signing.

Note: You can select PDFs, Word documents, PowerPoint presentations, Google Docs, Google Sheets, and Google Slides, as long as the document can be previewed as a PDF. It’s best to choose documents that do not have existing fillable fields, as Orangedox will append a page to the end of the signed document that includes all the required signatures and input fields.

Wait for the document to be processed

Orangedox will process and convert the document so it can be prepared for signing. Once processing is complete, you can add the fields required for signing.

Add signature fields

Select the fields you want to every recipient to fill in when signing the document

The following fields are added by default:

• Full Name
• Date
• Signature

You can also add the following optional fields:

• Company
• Title

Add the signers

Enter the email address of each person who needs to sign the document.

If the document requires your signature as well as the recipient's, make sure to add your own email address as a signer so that your signature is included.

Send for signing

When all required fields and signers have been added, select Send for Signing.

The signature request will be automatically sent by email to everyone included in the signing request.

Your document is now ready for the signers to review and complete.

Summary

To send a document for signing:

1. Open the Signing app.
2. Click Send for Signing.
3. Select a supported document.
4. Wait for the document to be processed.
5. Add the required and optional signing fields.
6. Add the email address of each signer, including yourself if your signature is required.
7. Click Send for Signing.

Orangedox will automatically send the signature request to all signers by email and everyone will receive a copy once the document has been signed by all recipients.