How to Send a Document for Signature

Learn how online signature-request workflows typically work, from uploading a document to tracking completion.

Sending documents for signature online can simplify client, contractor, vendor and personal agreement workflows.

Prepare the Document

Start with the agreement or document that needs to be completed by one or more recipients.

Add Recipients

Identify the people who need to review or sign the document.

Place Required Fields

Prepare signature, date or other required fields where appropriate in the document.

Send and Track

Send the document through the electronic workflow and monitor its status until completion.

Frequently Asked Questions

Can I send one document to multiple signers?

Multi-signer workflows are available in supported TT Contracts workflows and plans.

Can I track the document after sending it?

TT Contracts includes document-tracking functionality for supported workflows.

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