How to send a signature request

You can send a signature request on hellosign.com or on the HelloSign mobile app.

To send a signature request on hellosign.com:

1. Sign in to hellosign.com.
2. Click Sign or send.
3. Select the file(s) you’d like to send for signature.
   • To add files from your computer, click Upload file and follow the prompts, or drag and drop files where it says Drag and drop files here.
   • To add files from a third-party application, click the icon for the application where your files are located and follow the prompts.
4. Once you’ve added all your files, click Next.
5. Add the names and email addresses of the people who need to sign.
   • Note: you can add up to 20 signers per signature request.
6. Click Next.
7. Click and drag the fields you’d like to add from the left sidebar to your document. Learn more about using the HelloSign editor.
   • To change who a field is assigned to, click the field you’d like to assign, then click the dropdown menu under Assigned to in the right sidebar.
   • By default, all fields are required. To make a field optional, click the field you’d like to make optional, then toggle Required to off in the right sidebar.
8. Click Next.
9. Under Message to signers, add a document title and message.
   • Note: you may not have the option to edit the Document title and Message fields if an admin on your team has enabled HIPAA compliance.
10. Click Send for signature.

To send a signature request on the HelloSign mobile app:

1. Open the HelloSign mobile app.
2. Tap the + (plus sign) at the bottom of your screen.
3. Select the file(s) you’d like to send for signature.
   • To add files from your mobile device, tap Upload files or Upload from photo library (iOS only) and follow the prompts.
   • To take a photo of a physical document, tap Take a photo and follow the prompts.
4. Once you’ve added all your files, tap Next.
5. Add the names and email addresses of the people who need to sign.
   • Note: you can add up to 20 signers per signature request.
6. Tap Next.
7. Add a document title and message.
8. Tap Next.
9. Tap the field you’d like to add to your document, then tap the document to drop the field into place. Repeat this step to add all your desired fields. Learn more about the types of fields you can add.
10. Tap Send.

If you have the HelloSign mobile app, you can also send signature requests from other apps, like email, Dropbox or Google Docs. To do this, open the document you’d like to send for signature, tap the external sharing icon (typically a box with arrow), then tap the HelloSign app. This will open a new signature request using that document.