Quick Start: Create Your First Signature Request

FeraSign makes it easy to send a PDF or Word document to one or more people for electronic signature. This quick-start guide walks through creating and sending your first signature request.

You will need the document you want signed and the name and email address of each signer.

1. Start a New Signature Request

From the FeraSign home screen, click New signature request.

You can also open Documents from the left menu and click New request.

2. Add Your Signer

Under Signers and contexts, enter the name and email address of the person who needs to sign the document.

• Name: Enter the signer’s name.
• Email: Enter the email address where the signing request should be sent.
• Role: Leave the recipient as Signer for a normal signature request.

If more than one person needs to sign, click Add signer and enter the additional recipient.

3. Choose Your Document

Next, choose how you want to create the request.

• Upload document — upload a PDF or DOCX file from your computer.
• Use template — start from a reusable FeraSign template you have already prepared.
• Self sign — use this when you are the person signing the document.

For your first request, select Upload document, click Choose File, and select the document you want signed.

Tip: PDF files generally provide the most predictable placement of signature fields.

4. Enter the Request Details

Under Request details, enter the information that will identify the request and appear in the email sent to your signer.

• Document title: Give the request a useful name, such as Representation Agreement – John Smith.
• Email subject: Enter the subject line the signer will see.
• Message: Add a short message explaining what you need the recipient to do.

The default message, Please review and sign this document, is appropriate for many requests.

Signing Order

If your request has multiple signers, use Signing order to control whether everyone can sign at the same time or whether the document must move from one signer to the next.

For a simple request, leave this set to Everyone at once.

5. Create the Draft

When the signer, document, and request details are complete, click Create draft.

FeraSign saves the request as a draft before anything is sent. This gives you a chance to review the document and add the places where the signer must sign or enter information.

6. Add Fields to the Document

The document preparation screen displays your document along with the fields you can place onto it.

Common fields include:

• Signature
• Initials
• Date signed
• Printed name
• Email
• Single-line text
• Multiline text
• Checkbox
• Radio group
• Dropdown

Drag or place each field where the signer should complete it on the document.

If your request has more than one signer, make sure each field is assigned to the correct person.

7. Review Before Sending

Before sending the request, quickly review:

• The signer’s name and email address are correct.
• The correct document was uploaded.
• Signature and other fields are positioned correctly.
• Each field belongs to the correct signer.
• The email subject and message make sense.
• The signing order is correct if there is more than one signer.

Once everything looks right, send the signature request.

8. Track the Request

After sending, open Documents from the left menu to follow the request.

You may see statuses such as:

• Draft — the request has not been sent yet.
• Sent — the request has been sent to the signer.
• Viewed — the signer has opened the request.
• Partially Signed — some required signing activity is complete.
• Completed — all required signatures have been completed.

9. Get the Completed Document

When the request shows Completed, open the three-dot menu beside the document.

Select Preview to view the completed document in FeraSign or Download to save a copy.

That’s It

You have created your first FeraSign signature request.

The basic workflow is:

Add signer → Upload document → Enter request details → Create draft → Add fields → Review → Send → Download the completed document.

Once you are comfortable sending individual documents, the next step is learning how to create FeraSign templates. Templates let you prepare common documents once and reuse the same signer roles and field placements for future requests.