---
title: How Do I Send A Document For Signature?
description: how do I send a document for e-signature
---

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# How Do I Send A Document For Signature?

## Sending a Document

#### 1. **Log into Your WeSignature Account**

- Access your WeSignature account by logging in with your username and password.

#### 2. **Navigate to the Dashboard**

- From the dashboard, drag and drop the files you want to send for signature.

#### 3. **Upload the Document**

- Click on “Get Started”.  WeSignature supports formats such as PDF and Word.
- After selecting your file, it will upload automatically. Ensure the document uploads correctly before proceeding.

#### 4. **Add Signers**

- Specify the recipients who need to sign the document. Enter their names and email addresses. You can add multiple signers and assign each signer a specific signing order if required.
- **Set Signing Order (Optional):** If the document requires a specific sequence, enable the signing order feature to control the flow.

#### 5. **Customize Document Fields**

- Add fields to the document where signers need to take action. Common fields include: 
    - **Signature:** Place where the signer will add their signature.
    - **Date:** The date of signature.
    - **Initials:** Initial boxes, if needed.
    - **Text Fields:** Any other required information, such as names or identification numbers.

#### 6. **Enable Payment Collection (Optional)**

- If the document requires a payment, enable the payment option and set the amount. This step ensures signers complete their payment as part of the signature process, reducing the risk of missed payments.

#### 7. **Add a Message to the Signer (Optional)**

- Include a personal message or instructions for the signer. This can provide context or specific guidance on filling out and signing the document.

#### 8. **Review and Send**

- Double-check all details, including the document, fields, and signers.
- Once you’re ready, click “Send for Signature.” The signers will receive an email with a link to review and sign the document.

#### 9. **Track Document Status**

- Use the WeSignature dashboard to monitor the document’s progress. You can see when each signer has viewed, signed, or completed the document.

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