How to send a signature request

You can send a signature request on hellosign.com or on the Dropbox Sign mobile app. For customers on paid plans, your request can include an expiration date, so when the expiration date expires, the signer will no longer be able to open or sign your document. 

Note: At this time, only English users on paid plans can include an expiration date in their signature requests. 

To send a signature request on hellosign.com:

1. Log 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 Dropbox Sign 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 cc, add the email addresses of the people you’d like to receive a copy of this document.
10. Under Email to signers, add a subject and message.
    • Note: You may not have the option to edit the Subject and Message fields if an admin on your team has enabled HIPAA compliance.
11. Under Document expiration date, a paid plan feature, you can check the checkbox next to Set expiration date and time: 
    
    • To add a date, click the calendar icon and use the date picker to select a date for the request to expire.
      • Note: Your selected date must be more than 24 hours from the current date and time, and within 90 days.
    • To add a time, click the clock icon and select a time from the dropdown menu for the expiration time.
12. Click Send for signature.

Note: Paid plan customers can edit signature request expiration dates and times even after requests have been sent.

Learn more about editing signature request expiration dates and times

To send a signature request on the Dropbox Sign mobile app:

1. Open the Dropbox Sign 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. Under cc, add the email addresses of the people you’d like to receive a copy of this document.
8. Under Email to signers, add a subject and message.
9. Under Document expiration date, a paid plan feature, you can check the checkbox next to Set expiration date and time: 
   • To add a date, click the calendar icon and use the date picker to select a date for the request to expire.
     • Note: Your selected date must be more than 24 hours from the current date and time, and within 90 days.
   • To add a time, click the clock icon and select a time from the dropdown menu for the expiration time.
10. Tap Next.
11. 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.
12. Tap Send.