Step 1: Upload a document to Formstack Sign via our web upload form or the virtual printer. You can click the Upload button or simply drag and drop your document over. After your document is uploaded, click the Next button.
Step 2: Add participants to your workflow by clicking the Add Participant button. The document will be sent out in the order it was configured from top to bottom. If you’d like to change the signing order, simply click on the green arrows next to each participant. After you’ve finished adding participants, click Next.
Step 3: Use the drag-and drop tool to add signature, date, and initial fields to your document. After you’ve added your fields, you can click the Next button to finalize the details of your workflow and send the document to your participants.
To learn more about setting up signature workflows that involve multiple signers, check out this help article.
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