9 docs tagged with "sending"

Upload documents to an agreement — supported file formats, size limits, and multi-document workflows.

Configure advanced agreement options — comments, markup, document visibility, responsive signing, and document locking.

Start a new agreement from a template or from scratch, configure basic options, and prepare it for sending.

Apply format validation to text tags — email, phone, SSN, ZIP code, dates, numbers, and custom regex patterns.

Create calculated tags that compute values from other tags — arithmetic, functions, and field references.

Add recipients to an agreement, assign roles, and configure signing order and identity verification.

Guide to the complete agreement sending workflow — from creating to configuring recipients, tags, and settings.

Configure sequential, parallel, or mixed signing order to control when each recipient receives the agreement.

Configure tag behavior — required, read-only, formatting, visibility, tooltips, and data labels.