How do I send a document for signing?

Press Send Document, upload your PDF, add the signer's name and email, mark where they must sign and press Send Link. SignZA emails the signer, who does not need an app or an account. You get the document back signed, with a certificate that shows who signed it.

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Steps

1. 1On your dashboard, press Send Document.
2. 2First time only: if Settings opens instead of the send box, add your full name, company and mobile number, press Save profile, then press Send Document again.
3. 3Under Choose document, drop in your PDF, or click to browse. It must be a PDF and no bigger than 10 MB.
4. 4Press Continue.
5. 5Under Signer details, leave Email picked, then add the signer's first name, last name and email address.
6. 6Press Continue.
7. 7On Options and review, press Send document. Nothing goes to your client yet.
8. 8In the field editor, pick a box in the Add Field panel, then drag it out on the page where the signer must sign.
9. 9Press Send Link. SignZA emails the signer the link, and the screen reads Invite Sent.
10. 10The signer opens the email and confirms they know you.
11. 11The signer signs on their phone.
12. 12Your dashboard shows the document as Signed, and you get it back with a certificate that shows who signed it.

Good to know

• Only a PDF works, up to 10 MB.
• Nothing is emailed to the signer until you press Send Link.
• The signer does not need an app or an account.
• Sending to one signer by email works on the Free plan, which has 5 documents a month.
• The first time you send, SignZA needs your name, company and mobile number in Settings.

Questions and answers

Next video

Next in the seriesHow do I send a document for signing on WhatsApp?

Related guides

• How to Send a Document for E-Signature in South Africa

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