Understanding Your Dashboard

After logging in, you land on the Inkfree dashboard — your home base for everything: 

 •  Create Request — the orange button in the sidebar starts a new sign request. The small arrow beside it reveals more sending options. 

•  Sidebar navigation — Dashboard, Templates, Web Forms, Contacts, Sign Request, and Reports. 

•  Inbox — view incoming sign requests, track their status, and take action on documents that require your attention. 

•  Usage & Plan meter — the ring in the top bar shows how many documents you've used out of your plan's allowance (for example, "3 / 25 docs"). 

•  Notifications & help — the bell keeps you posted on signature activity, and the question-mark icon opens this Help Center. 

How to Set Up Your Signature 

Before you sign or send anything, save your signature so signing takes one click: 

1.  Click your avatar in the top bar and select My Profile. Then scroll down to the Signatures & Initials section. 

2.  Add your signature — draw it with your mouse or finger, type it in a script style, or upload an image of your real signature. 

3.  Add your initials the same way. Some documents ask for initials on every page, so it's worth setting both. 

4.  Click Save. 

From now on, whenever a document asks for your signature, Inkfree applies your saved mark instantly. 

How to Send Your First Document for Signature 

A sign request is a package of one or more documents plus the people who need to sign them. Here's how to create your first one: 

1.  Click Create Request in the sidebar. 

2.  On the Select documents to be signed screen, drag and drop your PDF or Word file — or click to browse. 

 3.  Click Next to move to the Approvers and Signers step. 

4.  Enter each signer's name and email address. Leave the role dropdown as Need to Sign. 

 5.  Want to control the sequence? Tick Set Signer's order and arrange your signers into levels — level 1 signs first, then level 2, and so on. 

6.  Optionally, open the security dropdown next to a signer to require Email OTP or an Access Code before they can view the document. 

7.  Continue to the editor, drag signature and form fields onto the document, write your email message, and click Send. 

Each signer receives a secure email link and can sign from any device — they don't need an Inkfree account. You'll be notified at every step, and once everyone signs, the final documents and a certificate of completion are emailed to all parties automatically. 

For more detailed instructions, check out our full guide on How to Send a Document for Signature. 

What's Next? 

Now that you're set up, here's where to go from here: 

•  Create a template for documents you send repeatedly — set up fields once, send in seconds. 

•  Import your contacts so adding signers autocompletes instead of retyping. 

•  Enable two-factor authentication in Settings → Security to lock down your account. 

•  Invite your team (Standard plan and above) from Settings → Teams.