Choosing a Document Type: Me Only, Me & Others, or Others Only

When you create a new document in Xodo Sign, you simply add your files and recipients — there's no separate "document type" selection step. The New Document page handles all scenarios in one unified flow, whether you're signing yourself, sending to others, or both.

How It Works in the New Document Page

On the New Document page, you have two main sections:

• Files — Upload the document you want signed using Upload Files.
• Recipients — Add anyone who needs to sign or receive a copy using Add Signer or CC or Add Myself.

Whether you need to sign only yourself, send to others only, or both — you just add the appropriate recipients to the Recipients section. There's no need to choose a document type upfront.

Signing Scenarios

Here's how to handle common signing scenarios on the New Document page:

• You need to sign (and no one else) — Click Add Myself to add yourself as the signer. Proceed to Prepare to place your signature field, then complete the document.
• You and others need to sign — Click Add Myself to add yourself, then click Add Signer or CC to add each additional signer. You can enable the Sign in Order toggle to set a signing sequence.
• Only others need to sign (you're the sender) — Click Add Signer or CC to add each signer. Do not add yourself unless you also need to sign.

Next Steps

For full details on creating and sending a document, see How to Send a Document for Signature.