Sending Documents for Signature

Step 1. Click Sign at the bottom of the UPDF home screen to access UPDF Sign or head to the official website of UPDF Sign and hit the Start Free Trial button.

Step 2. On the UPDF Sign “Home” page, click “Initiate Signatures” under “Use New Document” to start a signature request.

Step 3. In “Edit Basic Info,” click “Upload Document” under “Add Documents” and select the document you want signed.

Step 4. If you are the only signer, enable “Just need my signature.” Under “Add Message,” confirm or edit the “Document name” and optionally enter an “Email Message.” Click “Continue” to proceed. If others need to participate, leave this option disabled and follow the steps below.

Step 5. Under “Add Recipients,” enter the first recipient’s “First name,” “Last name,” and “Email.” Click “Add Recipient” to include additional recipients.

Step 6. Use each recipient’s role drop-down to select “Need to sign,” “Need to view,” or “Receive a copy.” Open the three-dot menu to “Add password,” “Add a private message,” or “Delete Recipient.”

Step 7. Enable “Set signing order” if recipients need to act in sequence. Use the numbered drop-downs to assign their order, or drag the handles beside the recipient cards to reorder them. Click “Add Recipient” if you need to include more people.

Step 8. Under “Add Message,” confirm or edit the “Document name” and enter an “Email Message” with instructions for recipients, such as a signing deadline. Click “Continue” to move to “Edit Signature Content.”

Step 9. Select the appropriate recipient from the Recipient drop-down menu, then drag and drop the required fields onto the document.

Available fields include Signature, Initial, Date, Name, Email, Company, Title, and Text.

Step 10. Click any added field to adjust its size and customize its settings in the right panel, including the recipient, format, and other available options.

Step 11. Use the toolbar at the top to zoom in or out, navigate between pages, or undo and redo changes. Click Preview to review the document before sending.

Step 12. In Preview mode, switch between desktop and mobile views, select a recipient under Viewing as, or show and hide the page thumbnails. Once you've finished reviewing, exit Preview mode.

Step 13. Click Finish in the top-right corner after adding and adjusting all the required fields.

Step 14. In the Send Document window, select Basic or Certificate-based eSignatures, review the recipients, and confirm the document name and email message. Then click Send to send the document for signing.

Step 15. The recipient will receive an email from UPDF Sign with a signature request. They can click Review Document to open the document and proceed with signing.