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The four steps at a glance

Choose New document in the menu. The workflow has four steps, shown at the top of the screen:

  1. Parties & Signers: who signs, and for which side.
  2. Upload: the PDF you want signed, and its title.
  3. Place: where each signer signs, and any text, dates or images you add.
  4. Send: a last review, then the invitations go out.

You can move back to an earlier step at any time before you send.

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