DOCROUNDUP GUIDE

How signature requests work

Add a PDF, choose who signs and in what order, place their fields, and send their invitations. Follow their progress, then download the completed PDF and separate signing record when the files are ready.

Go to the steps ↓

1. Choose the signing order

Add your PDF and enter the people who need to sign. Everyone can sign lets them sign independently. One at a time follows the order shown in the list.

Who needs to sign panel with two signers and One at a time signing order selected — Choose Everyone can sign or One at a time. For ordered signing, put the people in the order they should sign. View larger screenshot (opens in a new tab)

2. Place the signing fields

Place each person’s signature and date fields on the PDF, aligned with the document’s signing lines. Check the assignments before sending.

Sample project approval PDF with separate signature and date fields aligned in the lower right for Alex Morgan and Jamie Lee — Place each person’s signature and date fields together on the document’s signing lines. View larger screenshot (opens in a new tab)

3. Send the signing invitation

After checking the fields and signing order, use Send invitation for the signer who can sign next, or copy their personal signing link to share with them. Each person must use their own invitation.

4. Follow progress

The request shows which signing documents are still pending. Open the document preview or signer details to see its progress. A partially signed document is not a completed request item.

5. Find the completed files

After all required signers finish and the completed files are ready, preview or download the completed PDF. Download the separate signing record when you need the supporting history. For questions about the document itself, contact the business that requested it.