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: Click on Add Signers

Step 4: Add yourself and users who are to sign the document and assign them a signer role. You can also write a message to the recipient.

Please note that you will no longer be able to edit the document once you start the signing process.

Enter all the information in the document builder. Then you can send an invitation.

Step 5: Enter all the required information then click on Preview & Edit. 

Step 6: After you are done reviewing the document. Click on sign and send an invitation to sign by clicking on Add signers.

You can also sign the document after the counterparty has signed.

Step 7: Click on Cancel Signing if you need to make changes to the document.

Step 8: Save the changes and Click on Add Signers button to invite the signers to sign your document.

You will get this after the invitation is sent.

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


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