Product walkthrough

How to Send a Document for Signature
Complete Walkthrough

A step-by-step walkthrough of sending a document for electronic signature with GoodSign. From upload to signed copy in minutes.

No credit card required · No subscription

Send a document for signature in 6 steps

Follow this walkthrough to send your first document for electronic signature. The entire process takes just a few minutes.

1

Create your free GoodSign account

Head to goodsign.io/register and create an account. It takes about 30 seconds. You will need to verify your email address.

  • No credit card required to sign up
  • No monthly subscription — pay per document
  • Every feature included from day one
2

Upload your document

From your dashboard, click "New Document" and upload the file you need signed. Drag and drop or browse to select your file.

PDF

Word (DOCX)

Images (PNG, JPG)

All files are automatically converted to PDF for signing.

3

Add recipients

Enter the name and email address for each person who needs to sign. You can also add CC recipients who receive a copy of the completed document without needing to sign.

  • Add as many signers as you need
  • CC recipients for visibility without signing
  • Signers do not need a GoodSign account
4

Place signature fields with the visual designer

GoodSign opens your document in a visual designer where you can drag and drop fields onto any page. Each field type is colour-coded by signer so you can easily see who needs to fill in what.

Signature
Initials
Date
Text box
Checkbox
Dropdown
5

Customise settings

Before sending, configure the options that fit your workflow.

  • Automatic reminders — Set follow-up emails to nudge signers who have not responded.
  • Expiration date — Set a deadline after which the document is automatically voided.
  • Signing order — Choose sequential (one after another) or parallel (all at once) signing.
  • SMS delivery — Send signing invitations via text message in addition to email.
6

Send and track progress

Click "Send" and your document is on its way. Each signer receives an email (and optionally an SMS) with a secure link to review and sign the document. Track the status of every signer from your dashboard in real time.

What happens after you send

Here is what your signers experience and what you can expect once the document is in their hands.

Signers receive an email

Each signer gets a branded email with a secure link to the document. The email includes the document title and your custom message.

They review the document

Signers open the link in any browser on any device and can scroll through every page of the document before signing.

They sign in their browser

Signers fill in every field you placed — signatures, initials, dates, text. No account or app needed. They choose to draw, type, or upload their signature.

You get notified and download

You receive a notification when each person signs. Once complete, everyone gets a copy of the signed, tamper-proof PDF with the full audit trail attached.

Advanced sending options

GoodSign offers powerful options for teams and businesses that send documents at scale.

Frequently asked questions

Common questions about sending documents for signature.

GoodSign uses a pay-per-document model with no monthly subscription. You purchase credits and use them when you send. Every feature is included — there are no tiers, no hidden fees, and no limits on team members. Credits never expire.

No. Signers receive a secure email link and can sign directly in their browser on any device. There is no account to create, no software to download, and no app to install.

Yes. You can add as many signers as you need. Choose sequential signing to have them sign in a specific order, or parallel signing to let everyone sign at the same time. You can also add CC recipients who receive copies without needing to sign.

GoodSign can send automatic reminder emails on a schedule you configure. You can also manually resend the signing invitation from your dashboard at any time, or send a reminder via SMS.

Yes. Your dashboard shows real-time status for every document: who has been sent the invitation, who has viewed it, and who has signed. You are also notified by email each time someone completes their signature.

Yes. Electronic signatures sent through GoodSign are legally binding under the ESIGN Act (US), eIDAS (EU), and equivalent legislation worldwide. Every signed document includes a detailed audit trail with timestamps, IP addresses, and device information for full legal defensibility.

Yes. Save any document with its fields and settings as a reusable template. The next time you need to send the same form, just select the template, add your recipients, and send — no need to place fields again.

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