Step 1

Create a template or Upload your document that requires filling out or signing.

• Create a template by clicking on Template Manage management.
• Create a document to be filled in and signed on Form Management.
• Or simply just upload your pdf document that requires a signature.

Step 2

Add a single or multiple recipients to the document. There is also an option to send a custom sms or email to the recipients

Step 3

Once you have captured all the required recipient information and have uploaded your document, you can send your document via email or sms. The client will be able to fill out and sign the document on his/her smart device.