The short answer

Document Editor combines content, signer fields, recipients, sharing and send settings. Complete preparation, validation, sending and tracking in that order.

Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.

Step-by-step

  1. Create or upload

    Start an authorized agreement, review conversion and pagination, and save a clearly named draft.

  2. Build the document

    Use content and layout tools, variables, images and drawing controls as needed, then review every page.

  3. Add signers and fields

    Create recipients, configure signing order and assign each interactive field to the correct signer.

  4. Configure the request

    Set email, expiration, decline and required-field options, sharing permissions and any payment requirement.

  5. Preview, send and track

    Preview the signer experience, send the saved version, monitor audit and payment events, then download the completed file.

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