Sending Documents to Others

Regular Signing Process

If you are  not the only person signing or need to send the document to someone other than yourself, click "Continue" after uploading it and enter the contact information for anyone who needs to complete it.

You can enter new contact information (and SignWell will automatically save it to your Contact list), or use the drop-down list to choose an existing contact: 

After clicking on the " Prepare" button, you'll be transferred to the preview page of the document, where you can select fields from the left and place them on your document: 

To add fields for a different person, change the name of the person that you are adding fields for on the left: 

Note: As you place fields on your document, you can use keyboard functions to tab into and out of fields. Press Enter to interact with them, and press Escape to exit. 

If some of the fields are assigned to you, you can double-click to fill them out before sending the document: 

For more information about assigning fields to a document, click here.

When you’re ready to roll, go to the top right edge of the screen and click “ Send”:

From the " Send" dropdown, you can choose to send your document directly through SignWell, or get the Document Signing Link so that you can send the document yourself: 

Note: Document Signing Links are only available when one signer is on the document (not including yourself).

If you have any questions, please feel free to contact us at support@signwell.com.