Send Documents

First, log in to your SelfieSign account if you have not already done so. Step 1: Upload Your Document In your SelfieSign Home view, click New Document. Next, click Open File to upload a document from your computer, or drag and drop the file.

Step 2: Add Your Recipients In the Recipient field, enter the recipient’s e-mail address.

Step 3: Add Signing Fields To assign a signature or other field to each recipient, click and drag a field from the right Fields Panel and place it on the document.

Then, click Setting Done in the top Navigation Bar.

Step 4: Add Document Name Keep or change the default document name, and click SEND.

SelfieSign currently only supports .pdf file format.

We are working on to support file formats, such as .doc, .txt, .jpg and .ppt in the future.

First, add a new document and recipients as usual, and then click Confirm.

Next, from the Fields Panel on the right, click and drag a control item (aka field) to add it to the document.

In the Add Fields view, from the right Fields Panel, you can add these fields: Signature, Text, Date, Picture, Checkbox, Radio Button and Dropdown List to a document.

In the Add Fields view, click the field you want to make mandatory, and then check the “Required” option in the right Fields Panel.

It is currently not possible to add your own fields to a document. For whichever plan you choose, we offer a variety of fields, including signature, date, text, checkboxes, radio buttons and dropdown lists, for you to request signature and information from each recipient. Feel free to contact us at support@sefliesign.co to request more fields.

Step 1: In the Add Document view, enter the e-mail address of your recipients

Step 2: To add more recipients, click "New Signer”

Step 3 (Optional): To add more recipients from your Contacts, click SELECT CONTACTS

We currently do not let users bulk add a recipient list. This is a feature we will implement in the future. For now, you can add your recipients as contacts in the “My Contacts” view of your SelfieSign account to help you speed up future document sending.

You can add 2 signatures in a document if you’re using the Free plan. Once you purchase a subscription plan, you can add up to16 signatures per document. If you have a special request for more recipients, contact us at sales@sefliesign.co.

In SelfieSign, the maximum number of documents you can send in each subscription plan is:

If you need more quota, feel free to contact us at sales@selfiesign.co.

If you’re sending your document to more than one recipient, you can choose to set a signing order. Step 1: In the Add Document view, add your recipients

Step 2: Change the signing order of each recipient by clicking its ”Sequence” button

Note: By default, the signing order is the order in which you added the recipients.

We currently do not let you send someone a copy of a document, but this feature will be available in the future.

You can void a document you’ve sent. In the “Manage Documents” view, select “Void Document” under Action of the document you want to void.

Note: You need recipients’ approval first before voiding the document if they’ve already signed it.

When you’ve sent a document, it is not available for editing. If you found you’ve made a mistake, you can always void the document and send a new one.