From upload to signed, in four steps.

Here is the whole path.

Upload your document

Add a PDF or Word document, or start from one of your templates. An envelope can hold several documents, such as an agreement with its schedules and forms, and the signer works through them in turn.

• Upload your own file for a one-off document. You send the documents you already use.
• Or start from a template, which already holds the documents, the fields and a role for each signer, such as Client or Director. You only say who is playing each role this time.

Place the fields

Put fields on the page where each person needs to fill something in, and choose which signer, or which template role, each field belongs to.

• Signature and initials.
• Name, date and text fields, for details such as an address or a policy number.
• Checkboxes, and Yes or No choices where the signer picks one.
• File upload, when you need a copy of an ID, license or certificate.

Add your signers and send

Enter each person's name and email address, decide how the envelope travels, add a message and send.

• Signers in order, where each person gets the link once the one before has finished, or all at once, so everyone signs when it suits them.
• An approver, who reviews the document before anyone signs, or after everyone has.
• Review only, for a policy or notice the recipient confirms they have received instead of signing.
• People copied in, who receive the finished document without a field of their own.
• A message with the envelope, written by you or drafted with SignAndGo's help.
• Reminders: send them yourself, or set them to go out automatically while a signature is outstanding.

Track it and keep it

The envelope shows who has opened it, who has signed and who still needs to, and whether an approval step is done.

• Send a reminder from the envelope at any time.
• If a signer declines, the envelope stops and their reason shows on it, so you can correct the document and send a fresh envelope.
• When the last person finishes, everyone gets the completed document.

What the people signing see

An email naming the sender and the document, with a button to open it in the browser on any phone, tablet or computer. No account and no download.

Each field they need to fill in is marked on the page, and the next one is a click away.

If document summaries are switched on, a plain-language overview they can read before signing.

The choice to decline and say why, instead of signing.

When everyone has finished, the completed document by email.

A worked example: a new barista in Austin

A café owner in Austin is taking on a new barista. She uploads the employment agreement, the position description, the staff policy and a blank tax withholding form, all as one envelope. She places a signature and date for the barista on the agreement and the withholding form, initials on the policy, a text field for an emergency contact, and a checkbox confirming the policy has been read.

The barista signs first and the owner countersigns, so she chooses signers in order, copies in her bookkeeper for payroll, and adds a short message saying when she needs it back.

The barista signs on her phone that evening, the owner countersigns, and everyone receives the completed documents. She saves the pack as a template, so the next hire is a matter of entering a new name. More on sending employment agreements.

After everyone has signed

• Every signer, and everyone you copied in, receives the finished document by email.
• A completion certificate goes with it: the document, each person who signed with their name and email address, when each signed, and the verification ID.
• The audit trail stays on the envelope: every view and signature, with names, email addresses, times and IP addresses.
• The verification ID, a short code beginning SAG printed with the signatures, lets anyone holding the PDF check it online, with no account.