How to Send a Document for Signature

This is the core Inkfree workflow — the one you'll run daily. Four steps take a file from your computer to a signed, sealed agreement in everyone's inbox. 

Step 1: Upload 

1.  Click Create Request in the sidebar. 

2.  Drag your PDF or Word file onto the Select documents to be signed screen (add several files if the request needs them). 

3.  Click Next. 

Step 2: Recipients 

1.  On Approvers and Signers, enter each signer's name and email. 

 2.  Set each row's role (Need to Sign or CC) and, if needed, identity verification (Email OTP or Access Code). 

3.  Tick Set Signer's order to control the sequence, or leave it off to notify everyone at once. 

Step 3: Fields 

1.  Click Next to open the editor. 

2.  Select each signer and drag their fields into place — signature, date, initials, text, checkboxes. Fields are color-coded per signer. 

Step 4: Message and Send 

1.  Write a short personal message — what this is and why they got it. 

2.  Review the summary and click Send. 

What Happens Next 

Signers receive secure email links and sign from any device, no account needed. You're notified at each milestone, and on completion everyone automatically receives the final documents plus the certificate of completion.