Use this guide to quickly find the right resource for sending documents or creating templates in Xodo Sign.
Sending a Document
- How to Send a Document for Signature - Full step-by-step guide to creating, preparing, and sending a document.
- Getting Started: Creating Your First Document - Overview of the New Document screen and your options.
- Choosing a Document Type: Me Only, Me & Others, or Others Only - Understand which document type fits your situation.
- How to Upload Files for Signing - Supported file formats and how to upload.
- How to Add Signers and CC Recipients to a Document - Add recipients and assign roles.
- How to Set a Signing Order for Documents and Templates - Control the sequence of signing.
Creating a Template
- How to Create a Template or Template Link - Create reusable templates and shareable Template Links.
- How to Set a Signing Order for Documents and Templates - Set a signing order in templates.
Quick Send
If you want to send a document immediately without placing fields, use the Quick Send button on the New Document page. Signers can sign anywhere on the document. See How to Send a Document for Signature for details.
Need more help?
Contact Xodo Sign Support - our team is happy to help.
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