Step 1: Click on Create or the (+) sign on the left.

On the right, you can select the category of the document you want to create. An NDA is selected, for this example. 

Step 2: Choose the option you want. 

Step 3: You can read the Summary below the document name to get the description of the document. 

Step 4: Add the users who are to sign the document and assign them a signer role.

Step 5: Enter all the required information then click on Review document. 

Step 6: After you are done reviewing the document. Click on begin signing process.

Click on Begin signing process button.

Step 7: Click Sign and you can sign the document.

Step 8: Click on Invite to sign button to invite the signers to sign your document.

Please reach out to us at or via our app's live chat if you have any questions.


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