This guide takes you from a file to a signing request. Before you start, have the document and each recipient's full name and email address ready.
1. Add your document
Open Documents and select Upload document. You can also drop a file into the upload area.
Choose your file. RakeSign accepts PDF (.pdf), Word (.docx), PowerPoint (.pptx), and Excel (.xlsx).
Check the Document name at the top of the editor. Use a name you and your recipients can recognize.
You can include up to 10 files in one agreement. Keep each file under 20 MB. Office files are converted to PDF, so check their layout before sending.
Start by adding the files for your agreement.
If you upload one Word file, choose Edit document to edit its text, or Use as fixed PDF to prepare signing fields without editing the text.
To write from scratch, select Create a document, then open More and choose Write a document. Enter your content and check PDF preview.
For several files, use Add another document. Use the move controls to put files in the correct order. Finish the file order before placing fields.
2. Add the people
Select Continue to open People & order.
Enter each person's Full name and Email address.
Keep Sign the document for people who must sign. Use Add a person for more signers.
Each recipient needs a different email address. For a simple request, keep everyone in the first stage and choose Everyone.
3. Prepare signatures
Continue to Prepare. Choose Add a signing page to collect signatures at the end of the agreement. Choose Place fields on the document when signatures belong in specific places.
If you place fields, select the person under Fields for, then add their signature and any other required fields.
4. Review and send
Continue to Review & send.
Read the PDF and check the recipients, signing order, and fields.
Set the Signing deadline and Recipient language. Add a message if needed.
Select I have reviewed the PDF and the signing fields.
Select Send for signature.
Review your document before you send invitations.
If RakeSign highlights a missing detail, fix it before sending. After sending, open the document to follow Signing progress.