Create a new signature request

Start a request

Select New Signature Request from the navigation or dashboard. Enter a clear title or reference that will help users identify the request later. Confirm or adjust the expiry date, then save the draft.

The request remains in Awaiting preparation until it is sent. Use the numbered steps to move between Details, Documents, Recipients, Place Fields, Preview and Review and Send.

Before sending

Check that the correct business is shown, the title is meaningful, the expiry gives recipients enough time, and you have authority to send the documents. Saving a draft does not consume PAYG credits; credits are charged when the request is sent.

If you leave the workflow, open Signature Requests and select the draft to continue.