Getting Started: Creating Your First Document

This guide walks you through creating and sending your first document using Xodo Sign's New Document page. You'll upload a file, add recipients, and send the document for signature.

Step 1 — Open a New Document

To start a new document, click the + New button in the top navigation bar, or go to the Dashboard and click New Document. You can also click Document List in the left navigation and then click New Document.

The New Document page has two main sections side by side:

• Files (left) — where you upload the document you want signed
• Recipients (right) — where you add signers and CC recipients

A Document Progress bar at the top shows the current step: 1. Edit → 2. Prepare → 3. Review.

Step 2 — Name Your Document

Enter a name for your document in the Document Name field at the top of the page. This name helps you identify the document later.

Step 3 — Upload Your File

In the Files section, click Upload Files to select a file from your computer, or drag and drop it directly into the upload area.

Supported formats: .pdf, .docx, .txt, .png, .jpg, .ppt

The Document Size counter shows how much of the 500 MB limit you've used. You can upload multiple files to combine them into a single document.

Step 4 — Add Recipients

In the Recipients section, click Add Signer or CC to add a person who needs to sign or receive a copy. An inline form appears where you enter their Name and Email address. If you have existing contacts, they will appear as Suggested Contacts as you type.

You can also click Add Myself to add your own account as a recipient.

Once you click Save Changes, the recipient appears as a row showing their name, email, role (Signer or CC), authentication status, and notification language.

Two options are checked by default:

• Save new contacts — saves the recipient to your contact list for future use
• All signers required to complete document — all signers must sign before the document is complete

You can also enable the Sign in Order toggle if signers need to sign in a specific sequence.

Step 5 — Send Your Document

Once you have at least one file and one signer, you have two options for sending:

• Quick Send — Sends the document immediately. Xodo Sign automatically attaches a signature page to the end of your document for any signer who does not have a signature field placed.
• Prepare > — Opens the Prepare step where you manually place signature fields, text inputs, dates, and other elements on the document before sending.

You can click Save Draft at any time to save your progress and return to the document later.

What Happens Next

After sending, each recipient receives an email with a secure link to review and sign the document. You can monitor the document's progress from the Document List.

For more detailed guidance on each part of the process, see the related articles below.