Getting Started: Creating Your First Document

Creating a document in Xodo Sign is straightforward. This guide walks you through the key steps and options available when starting a new document.

How to start a new document

There are two ways to create a new document:

• From the Dashboard — click New Document in the "Start A Document" quick-action card.
• From the left navigation — click Documents, then click the New Document button in the top-right corner.

Choosing your document type

At the top of the New Document screen, you'll choose who needs to sign:

• Me Only — You're the only signer.
• Me & Others — You and others need to sign.
• Others Only — Only other people need to sign (you're the sender).

Uploading your file

Click Choose Files to upload from your computer, or use the cloud storage icons to import from Dropbox, Box, OneDrive, or Google Drive. You can also add a file directly from a saved template.

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

Adding signers and settings

Fill in the Signers & CCs section with each signer's name and email. You can:

• Add multiple signers or CCs
• Enable Signing Order to control the sequence
• Enable Signer Authentication (SMS or PIN) for added security
• Add a document Title & Message to personalize the signing email

Sending your document

Once your file is uploaded and signers added:

• Click Prepare to open the Document Editor and place signature fields manually.
• Click Quick Send to send immediately without placing fields (recipients sign wherever they choose).
• Click Save Draft to save your progress and come back later.

Next steps

For a complete step-by-step guide including how to place fields in the editor, see:

• How to Send a Document for Signature
• Choosing a Document Type: Me Only, Me & Others, or Others Only
• Upload Documents from Cloud Storage