How to Send Documents for Signature Online in 3 Steps
Direct Answer
To send a document for signature online, upload your PDF or Word file to SignCEO, enter the recipient’s name and email address, drag signature and date fields into place, and click Send. SignCEO dispatches a secure email link to your recipient, tracks document status in real time, and automatically distributes completed copies with attached audit certificates.
The 3-Step Sender Workflow on SignCEO
Sending business contracts for signature should take minutes, not hours. SignCEO streamlines the preparation and dispatch process into three straightforward steps:
Step 1: Upload Your Contract. Upload your PDF, DOCX, or XLSX file to your SignCEO workspace. Enter the recipient’s legal name and email address. You can also add multiple signers or view-only (CC) stakeholders.
Step 2: Place Recipient Fields. Drag signature blocks, initials boxes, date stamps, and text fields onto the document pages. Each recipient is assigned a distinct color code so you can visually verify that fields are mapped accurately.
Step 3: Review and Send. Add an optional custom message or project note, configure signing order if sequential execution is required, and click Send. SignCEO delivers an instant notification to your recipient.
- Rapid 3-step dispatch: Upload document, assign recipient fields, and send
- Support for single signers, multiple signers, and view-only (CC) recipients
- Customizable email subject lines and personalized invitation messages
- Sequential routing enforcing strict chronological counterparty signing orders
Real-Time Tracking and Automated Completion Delivery
After sending an agreement, you do not have to wonder whether the recipient received your email or opened the file. SignCEO provides real-time status tracking on your dashboard: Sent, Viewed, Signed, or Completed.
When all designated signers have finished, SignCEO automatically locks the document with a SHA-256 cryptographic digest, appends the Audit Certificate, and emails finalized PDF copies to all participating parties and CC stakeholders.
Your team receives an instant alert, enabling you to proceed immediately with project onboarding, invoicing, or delivery.
- Real-time status updates alerting you when recipients open and sign files
- Automated distribution of finalized, tamper-evident PDFs to all signers
- Permanent cloud archiving with instant search and download capabilities
- Optional Stripe payment collection enabling payment upon signing
Frequently Asked Questions
Do my recipients need to create a SignCEO account to sign?
No. Recipients simply click their secure email link and sign directly in their web browser without creating an account or paying any fees.
Can I send a document to multiple signers in a specific order?
Yes. SignCEO supports sequential signing orders. You can configure Party 1 to sign first, followed automatically by Party 2, and so on.
What happens if a recipient does not sign right away?
You can monitor pending envelopes from your dashboard and resend email reminders to prompt the recipient to complete their signature.
How much does it cost to send documents for signature on SignCEO?
SignCEO Standard includes 3 free envelopes every month with zero credit card required. Additional envelopes are available in packs of 5 for $10 or 25 for $25, and envelope packs is 5 envelopes for $10 or 25 for $25 (no subscription).
SignCEO Transparent Pricing
Straightforward pricing with zero surprise charges, no arbitrary price hikes, and no required credit card to start:
SignCEO Standard Plan ($0/month)
3 free envelopes every month. Additional envelope packs: 5 for $10 or 25 for $25. Purchased envelopes never expire. Recipients sign free without accounts.
ClientCEO Integration (10 Free/month)
10 free envelopes monthly per unique user for ClientCEO users. 5 envelopes for $10 or 25 for $25. Purchased credits never expire.