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Route: /documents/[id]/prepare Preparation has three steps: recipients, fields, then review and send. See First document for the first-time walkthrough.

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Recipients

Add at least one signer with email, first name, and last name.
  • + Add recipient
  • Add myself
  • Self sign — you sign now; optionally add up to 3 people who only receive the signed file
  • Pick a saved contact
  • Toggle Require Signyd Verify on any signer who must verify identity before the panel
Recipient limits (signers + CC) depend on your plan: The prepare step shows / recipients. Templates can require a minimum number of signers.

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Self sign

Self sign is for documents you complete yourself. It does not use your monthly envelope quota (unlimited on every public plan, subject to fair use).
  1. Choose Self sign.
  2. Optionally add up to 3 people who receive the completed file (they are not signing parties).
  3. Place your fields, then finish signing.
Add myself on a normal multi-party send is different: you are one of the signers on an envelope that uses a monthly envelope when the process completes.

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Fields

Select a recipient, choose a field type, and click the page. Add at least one Signature or Initials field. See Fields.

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Review and send

  1. Confirm From, Send to, and optional CC (CC receives the final document only).
  2. Optional: Request signatures in order (sequential signing).
  3. Set Document language (English or Español).
  4. Edit Subject and Message.
  5. Optional: After signing redirect URL if your plan includes branding.
  6. Select Send document. Wait for Sending for signature…. Do not leave the page.

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After send

If you added yourself as a signer, Signyd can open your signing link immediately. Otherwise you land on document detail.

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If send fails

A Buy envelopes or Signyd Verify overlay can open from the send flow.