OpenSign

The request guide starts with uploading one file and adding any additional pages in the next step. Add a document title and select existing signers or enter new ones. Place the required signature and input widgets before sending so each recipient has an unambiguous task.

For several signers, Send in Order routes the request to the next person after the prior signer completes. The parallel option sends all signing links at once. Choose the sequence deliberately when a document requires a particular approval order.

The sender can set an expiration window. Automatic reminders are paid-only in the request guide and capped at 15. If using that option, check the schedule before sending to real recipients and plan how to restart an expired request.

Signature, initials, text, date and checkbox widgets can collect recipient input. A signer can draw, upload or type a signature in a signature widget. Use a sample document to check field placement on every page and confirm the completed PDF retains the expected content.

After preparation, the sender can email the request or copy its signing link. The guide describes a completed document and certificate available to signers. The option to receive the certificate as a separate PDF instead of merging it into the signed document is marked paid-only.

Templates can hold recurring signer roles and fields, then be reused to prepare another signature request. Check the assigned role and fields on each new document before sending, particularly if the underlying form changes.

The In-Progress report shows document and signer status, activity logs, link sharing, manual reminder resends and access-revocation controls. Review it during a sample request to learn what a stalled or mistaken send looks like before handling sensitive documents.