> ## 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.

# First document

> Upload files, add signers or self-sign, place fields, and send.

You need an **active or trialing plan**. Multi-party sends need at least **one monthly envelope**. **Self sign** is unlimited on public plans and does not use that quota. If any signer has **Require Signyd Verify**, you also need enough **ID verification credits**.

## Step 1 — Upload

1. Select **+ Document** (Home or Documents) or go to `/documents/new`.
2. Drag files or click to browse. You can upload **one or more** files into the same envelope.
3. Allowed formats: **PDF, DOC, DOCX**.
4. Your plan enforces limits on **files per envelope**, **total pages**, **per-file size**, and **total envelope size**. Any breach blocks the whole envelope before upload continues.
5. **Merge uploaded files into one PDF** is on by default. Turn it off to keep source files separate for download; signers still see one continuous view.
6. Drag to set page order when you upload multiple files.
7. Word files convert to PDF in the browser. Do not close the tab during **Uploading** or **Converting**.
8. Optional: **Open templates** and start from a saved layout.

> [!WARNING]
>
> Password-protected (open-encrypted) PDFs cannot be processed. Remove the open password and upload again.

## Step 2 — Recipients (`/documents/[id]/prepare`, step 1)

1. Add at least one signer with **email, first name, and last name**, or choose **Self sign**.
2. Use **+ Add recipient**, **Add myself**, **Self sign**, or pick a saved contact.
3. Toggle **Require Signyd Verify** on any signer who must pass identity verification before the signing panel.
4. Stay within your plan’s recipient max (Starter **10**, Pro/Business **40**, Scale **99**, including CC).
5. Continue.

If you started from a template, Signyd may require a minimum number of signers.

See [Prepare and send](https://docs.signyd.com/documents/prepare.md) for self-sign details.

## Step 3 — Fields (step 2)

1. Select the recipient in the toolbar.
2. Choose a field type and click the page to place it.
3. Add at least one **Signature** or **Initials** field.
4. Open **Field settings** to mark required/optional, validation, size, and allowed signature methods.

See [Fields](https://docs.signyd.com/documents/fields.md) for every type.

## Step 4 — Review and send (step 3)

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). This controls emails, the signing legal notice, and the audit trail for this request.
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 the document detail page with recipient statuses and the signing links.

## 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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