How do I prepare and send a document to get it signed?

Modified on Wed, 12 Apr, 2023 at 5:59 PM


  1. Log into your SignHouse Account
  1. Click "Upload a Document For Signing" and Upload a document from your Local file or URL (This will only take a few seconds)

The Document is uploaded, let's get to work with the options at the left side of your screen.


  1. Adding fields for...

Add other signees via emails if any then Click “ ? Add Myself as a signee” if you’re a signee too Check the “Custom Signing Order” if there's a signing order for the signees

Then “Save & Continue”


  1. The signature Field (Signature and Initials) Click on the text box to edit your Signature/Initials

You can either type, draw, or upload your Signature/Initials

Once the necessary edits have been made, Click “Save the Signature/Initials”


  1. Fields: Standard

This Standard Field allows you to add the “Date Field”, “Text Field”, or the “Checkbox Field” to your document.


  1. Once all the necessary changes have been made, Click the “Sign and Download” or “Review and Finish”

That will prompt “A quick recap”

Confirm the necessary information and Save/Send the document.


  1. Done!


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