Send a document request when someone needs to sign. Each person receives their own email link and types their name to complete the request. They do not need a team member account.
Before you send
- The document must be published, active, and have Requires a signature on.
- The people must be added to your organization with the correct email addresses.
- Your organization needs an active trial or subscription.
- Owners and administrators can send from Requests, a document, or a person’s profile. Group Managers send missing requests within their assigned groups.
Send to one or more people
- Open a published document and click Send request. You can also start from Requests, the dashboard, or a person’s profile.
- The window is titled Signature request. In To, search for and select the people who should receive it.
- In Document, select one or more published documents. Starting from a document keeps that document selected.
- Add an optional note in Compose.
- Open Preview to check the email.
- Click Send.
Each person gets one email listing the documents you selected. You can still follow up on each document separately.
Use Select all people when you are not searching, or Select all matching people for a search result. Review the selection before sending. You can select up to 20 documents. With one document, you can send to 500 people. Choosing more documents means fewer people in that same send. Use a group for a larger roster.
Add a note to recipients
The optional note appears in the email and on the signing page. Use it to explain why the document matters or what people should do next.
When sending from a group, its Default Recipient Message is prefilled. Edit or remove it before sending. Set the default in the group’s Settings → Automation.
To change a note on an open request and send a reminder, use Nudge with note.
Assigning vs sending a request
Also send from an assign sheet
Add Document on a person and Add People on a document include Also send a document request, off by default. Turn it on to assign and send together. You can add a note when sending.
For documents that people should read without signing, follow make documents available to read.
Automatic request emails
A group’s Automatic request emails setting is on by default. Adding people or documents can create requests for newly active assignments to published documents that require a signature. The email follows within a minute.
It does not email documents available to read, publish drafts, or send a backlog just because the setting is turned on. See group automation for setup and exceptions.
To send existing gaps, open the group’s People tab and choose Send missing. Use reminders for requests that are already pending.
What recipients see
People receive a personal email link. They read the document, type their full name, confirm, and submit. A request deadline appears if expiry is enabled. After signing online, they can download a receipt.
They can also use the signing portal to find pending requests and signed copies. The portal requires a one-time email code; the personal email link does not.
Check the result
Open Requests to review status. It starts on By person. Switch to By request and use Activity on a request for its history, reminders for follow-up, or delivery help if the email did not arrive.
A request keeps the recipient details from the time it was sent. Correcting a person’s email later does not change existing requests. Last modified on September 30, 2026
