Skip to main content

Sending agreements

Propper Sign lets you send agreements for signature in a few steps. This guide walks through the complete sending workflow — from creating an agreement to delivering it to your recipients.

Sending workflow​

Workflow steps​

  1. Create an agreement — Start a new agreement from scratch or use a template to pre-populate documents, recipients, and tags.

  2. Add documents — Upload the files you need signed. Learn about supported formats, file size limits, and how to manage multiple documents in a single agreement.

  3. Add recipients — Assign roles to each person in the agreement. Configure signing order to route the agreement sequentially or in parallel, and set up identity verification when required.

  4. Set notifications — Configure automatic reminders so recipients know when action is needed. Set expiration dates and warning thresholds to keep agreements moving.

  5. Add tags — Place signature, initials, date, text, and other data entry tags on your documents to tell each recipient exactly where to act.

  6. Configure settings — Review advanced agreement options such as branding, language, and access controls before sending.

  7. Send — Review the complete agreement and send it to all recipients. Each recipient receives a notification with instructions for completing their action.

Sending to many recipients​

If you need to send the same agreement to a large number of recipients, use Bulk Send. Bulk Send lets you upload a recipient list and dispatch individual agreements in a single operation.