> ## Documentation Index
> Fetch the complete documentation index at: https://docs.signyd.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prepare and send

> Recipients, self-sign, fields, language, and send options.

Route: `/documents/[id]/prepare`

Preparation has three steps: recipients, fields, then review and send. See [First document](https://docs.signyd.com/first-document.md) for the first-time walkthrough.

## 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](https://docs.signyd.com/contacts/overview.md)
* Toggle **Require Signyd Verify** on any signer who must verify identity before the panel

Recipient limits (signers + CC) depend on your [plan](https://docs.signyd.com/settings/billing.md):

| Plan | Max recipients / envelope |
| - | - |
| Starter | 10 |
| Pro | 40 |
| Business | 40 |
| Scale | 99 |

The prepare step shows **{count} / {max} recipients**. Templates can require a minimum number of signers.

### 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](https://docs.signyd.com/legal/fair-use.md)).

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.

## Fields

Select a recipient, choose a field type, and click the page. Add at least one **Signature** or **Initials** field. See [Fields](https://docs.signyd.com/documents/fields.md).

## 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.

### After send

If you added yourself as a signer, Signyd can open your signing link immediately. Otherwise you land on [document detail](https://docs.signyd.com/documents/detail.md).

## If send fails

| Message | What to do |
| - | - |
| No envelopes remaining / You need an envelope | Upgrade or buy an envelope pack |
| No ID verification credits remaining | Buy a verification pack or upgrade |
| Too many recipients | Remove signers or CC to stay within your plan max |
| Identity verification is not configured | Contact Signyd support |
| Sending is not configured yet | Contact Signyd support |

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


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