Send a document for signature

Send a request

1. Open Sign from the top of any screen and select New request.
2. Choose the document: a PDF from the library, a PDF you upload now, or a template.
3. Add each signer's name and email address, and choose whether they sign one after the other or all at once.
4. Choose a kind of field and a signer, then select a place on a page for each signature, date, text or checkbox.
5. Choose who can open the request, the language of the emails, an expiry day and how often to remind.
6. Select Send for signature. Each signer gets an email with their own link.

After you send

• The request page shows who has opened and who has signed, and a timeline in which each entry is tied to the one before it, so a change shows.
• When everyone has signed you get two separate downloads: the signed document and the completion certificate, which records every step of the signing.
• Remind a signer, or everyone, at any time. A reminder gives them a new link, and the old one stops working. You can also cancel a request that is not complete.

Limits and who can see it

• Sending counts as one signature request of your plan each month: 2 on Free, 50 on Pro, 300 on Team and 1,500 on Business. The usage page shows how many are left.
• A private request opens only for you, not even for the account's owner. An account request opens for everyone in the account.
• Owners and admins make templates, which keep the signer roles and where each role signs. Everyone can send with a template, or send one document to many people with bulk send.
• The PDF Loft mobile app lists your signature requests and shows who has signed. It also sends reminders, cancels a request, downloads the signed document and its certificate, and sends a library document for signature. Signers still sign on the web page their email links to.
• To send requests from your own software or from an AI assistant, use the signature API or the MCP server. Read the developer guide to sending for signature.