How to Sign a Document and Send It for Signatures Online

E-signature tools have become a standard part of both personal and work routines. People now sign agreements, contracts, approval forms, and everyday paperwork online. It saves time, speeds up turnaround, and removes the need for printing or scanning.

To make these tasks easier, Xodo Sign offers a simple way to sign and send documents online.

The steps below show how to sign a document yourself and request signatures from other parties.

Steps to sign a document and request signatures with Xodo Sign

Follow these steps to sign a document and send it for signatures:

1. Create your Xodo Sign account

• Start a free trial to access all features. No credit card is required.
  If your trial ends, your account moves to the Free plan.
• If you're an existing user, log in.

2. Upload your document

• Click on New Document in your dashboard.
• Select Choose Files and upload your document. You can upload PDF files, Word documents, PowerPoint slides, and images.
• You can also upload files directly from Google Drive, Dropbox, and other cloud services.

3. Add signers and set up your document

• Choose who signs: Me Only, Me and Others, and Others Only.
• Add signer names and email addresses.
• Assign roles such as Signer or CC (for recipients who need to be copied).
• Set a signing order if the document needs to be approved in a specific sequence.
• Add a document title and a custom message for signers.
• Adjust settings such as SMS or PIN authentication, automatic reminders, required signatures, and expiration dates.
• Click Prepare to continue.

4. Place and assign signing fields

• Insert the fields you need: signature, initials, date signed, text fields, checkboxes, attachment fields, and other available options.
• Assign each field to the correct signer.
• If you need to sign the document yourself, click your signature field and choose to type, draw, or upload your signature image.
• Click Sign, then Send when everything is ready.

5. Track progress and download the signed document

• Monitor progress in the Document List.
• View the audit trail and timestamps.
• Send reminders for outstanding signatures.
• Download the completed PDF once all signatures are finished.

Why users choose Xodo Sign for online document signing

Xodo Sign includes features that help individuals and teams complete signature workflows efficiently.

• Easy to use
  The interface is clean, simple to learn, and avoids unnecessary steps.
• Legally binding signatures
  Every completed document includes a detailed audit trail that meets global e-signature standards.
• Unlimited documents
  Unlike many alternatives, both Basic and Professional plans allow unlimited document uploads each month.
• Built‑in PDF editing
  You can edit text, reorganize pages, add required fields, and update the PDF before sending it.
• Templates for recurring workflows
  Templates are ideal for proposals, NDAs, HR forms, approval workflows, or any document reused often.
• Works on mobile
  The Xodo mobile app for iOS and Android allows you to sign or send documents from a phone or tablet.

You can explore external review platforms like Capterra and G2 to see how these features support real workflow needs.

Frequently asked questions

1. Are Xodo Sign signatures legally binding?

Yes. Xodo Sign generates a complete audit trail for every signed document. This includes timestamps, signer identity information, event logs, and IP details.

2. Do signers need their own Xodo Sign account?

No. Signers can click the link in the email they receive and sign the document in their browser. They don’t need to create an account or install anything.

3. Can I request signatures on a mobile device?

Yes. The Xodo mobile app lets you upload PDFs, add your signature, and send signature requests directly from your phone.

4. Can I edit and sign a document online?

Yes. You can edit text, organize pages, annotate content, redact sensitive data, and adjust fields with the built-in PDF editor, then sign the document in the same workflow

5. How do I send a document for a digital signature?

Upload your document to Xodo Sign, add the signers and their email addresses, place the required fields, and send the signature request. You can track the status from your dashboard.

6. How do I keep track of who has signed?

Your dashboard updates in real time. You’ll see who has viewed the document, who has signed, and who still needs to sign. You can also set up automatic reminders to keep the process moving.

7. Can I do a handwritten signature?

Yes. You can draw your handwritten signature with your mouse or touchscreen, or upload an image of your handwritten signature.

8. Can I send a Word document for signature?

Yes. Xodo Sign accepts Word documents. They’re converted into a secure PDF so you can place signature fields and send the request.

9. How do I turn a PDF into a signable document?

Upload the PDF and choose the fields you want to add. You can include signature fields, dates, initials, and more. Assign them to a signer and send the signable document when finished.

10. Can I sign and request signatures for free?

Yes. You can start with a free trial and continue using the Free plan even after the trial ends. The free plan includes essential signing features with up to 3 documents per month.

Try Xodo Sign for free today

You can try Xodo Sign for free and start signing documents, sending signature requests, using templates, and managing contracts online, all in one place.

It’s simple, fast, and built for both individuals and teams that want an easier way to handle electronic signatures.

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