### Upload and send a document for signature Navigate to the Digital Signature Dashboard: 1. Click **Request Signature**

2. Then click **Upload**. Choose a PDF, DOCX, or HTML file from your desktop.

3. Confirm the selected document and click **Next**.

4. In the **Add Signers** tab, click **+ Add Signer**, then enter the **full name** and **email address** for each signer you want to sign the document. Click **Next** .

5. (Optional) In the **Needs to sign** drop down menu, customize the signing action for each signer. You can choose from the following options: * **Needs to sign** * **Can skip** * **Can reassign**

6. Select a **Signer** to assign fields to.

From the left side side bar, drag and drop a compatible **Field** types onto the page: * **Signature Fields** * **Autofill Fields** * **Input Fields** Click **Next** to proceed to the **Review and Send** step.

7. Review the **Signers**, **BCCs** and **Name Document** before clicking **Send**. * (Optional) In the **BCCs** section, enter the recipients full name under **Full Name** and their email under **Email**. * To add more BCC recipients, click **+Add BCC Recipient**.

* On the **Review and Send** page, scroll down to the **Name Document** section. * Select a folder for the document from the **Folder** dropdown box. (Default:`Root`). * Enter the **Name** of the document. * (Optional) Save the document as a reusable template**Save as Template**. * Click **Send** to finalize.

### Using a template to send a document for signature To request signatures through an existing template, do the following: 1. Click **Request Signature**. 1.

2. Click **Use Template**.

3. In the **Use Template** tab, choose an existing template and click **Add**. **Note**: Only templates with Digital Signature fields embedded in them will display.

4. Review the selected template and click **Next**.

5. In the **Add Signers** tab, under **Signer 1** enter a **Full Name** and**Email** for each Digital Signature field embedded in the template. * Set the signer’s action to **Needs to Sign**, **Can Skip**, or **Can Reassign** as needed. * Repeat this step for any additional signers. * Click **Next** to proceed.

6. In the **Fill Out Fields** page, enter data for each merge field in your template and click **Next**.

7. Review and Send * (Optional) Under **BCC**, click **+ Add BCC Recipient** to add more recipients, then enter a **Full Name** and **Email** for each.

In the **Send** tab, under **Name Document**, select a folder from the **Folder** dropdown (Default:`Root`). Enter the **Name** of the document.

Finally, click **Send**.