Guides

Follow practical workflows for preparing templates, sending documents, automating submissions, embedding Signa, verifying completed PDFs, and operating a production deployment.

Guide library

Getting startedQuick startCreate a workspace, prepare a reusable template, send a request, and confirm the completed document.Read guide TemplatesCreate a templateTurn a PDF, DOCX, HTML file, or Google Drive document into a reusable signing workflow.Read guide TemplatesAdd fields and signer rolesDefine who signs, place fields, set requirements, and validate the recipient experience.Read guide SendingSend documents to recipientsSend one or many recipients by email or SMS, preserve signing order, and customize the invitation.Read guide SubmissionsTrack a signature requestRead submission status, inspect delivery and signing events, resend invitations, and resolve stalled requests.Read guide SigningSign a document yourselfComplete an internal or owner role without sending the document to a separate email address.Read guide SigningPublish a public start formPublish a start form so a recipient can identify themselves and begin a new submission from a shared link.Read guide SendingBulk send with a recipient listImport CSV or XLSX recipient data, review role mapping, and create multiple requests efficiently.Read guide CompletionDownload and verify completed documentsDownload completed PDFs, inspect the audit trail, and verify cryptographic signature evidence.Read guide TemplatesUse embedded text field tagsUse {{...}} tags in source documents to detect fields and reduce repetitive builder work.Read guide TemplatesCreate dynamic DOCX templatesMerge [[variables]] into DOCX content while preserving {{fields}} for recipient input.Read guide APISend documents for signature via APICreate a submission programmatically, map recipients, control delivery, and correlate events with your system.Read guide APIPrefill document fields with the APISupply default or read-only values for text, date, choice, file, image, and signature fields.Read guide VerificationVerify signed PDFsInspect signatures, certificates, timestamps, revocation evidence, and document integrity.Read guide EmbeddingEmbed signing in ReactEmbed the hosted signing form or template builder and handle lifecycle callbacks in a React application.Read guide EmbeddingEmbed signing in React NativeWrap the hosted signing experience in a WebView and connect it to native navigation.Read guide TroubleshootingTroubleshootingDiagnose upload, preview, delivery, signing, webhook, authentication, and deployment problems.Read guide