To add a sign request:

1. Go to Sign Requests.
2. Click “Add sign request.” If it is your first time signing in, you will first need to complete three getting started steps before you are able to add a sign request.
3. Select a template or add document(s). Learn more about templates here and adding documents here.
4. Add signing participants(s). Learn more here.
5. Add field(s) to your document(s). Learn more here.
6. Edit field attributes as applicable. Learn more here.
7. Enable forms or checklists as desired. Learn more about forms here and checklists here.
8. Preview your sign request. Learn more here.
9. Review and send your sign request. Learn more here.