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 using the new guided flow (Edit → Prepare → Review).
- Getting Started: Creating Your First Document — Overview of the New Document page and your options.
- How to Upload Files for Signing — Supported file formats and how to upload, reorder, and remove files.
- How to Add Signers and CC Recipients to a Document — Add recipients, assign roles, and configure signing options.
- Signer Authentication: SMS and PIN Methods — Require signers to verify their identity before signing, using SMS or PIN.
Quick Send
If you want to send a document immediately without placing signature fields manually, use the Quick Send button on the New Document page. Xodo Sign automatically attaches a signature page for each signer. See How to Use Quick Send for details.
Creating a Template
- How to Create a Template or Template Link — Create reusable templates and shareable Template Links.
Need More Help?
Contact Xodo Sign Support — our team is happy to help.
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