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How to send your document for signing

This article walks you through the basic steps you need to follow to send your document for signing.

Updated over a month ago

1. Choosing a template type

Before signing your document, you must first choose which template you want to use. This is selected via the ‘Template’ dropdown menu in the blue bar, as shown in the image below:

Screenshot 2025-04-02 at 20.40.56

2. Add one or more signers

Here, you decide which recipients need to sign your selected document. Click on the ‘Add one or more signers’ bar as shown below:

Screenshot 2025-04-02 at 20.41.45

You will then see the following screen:

Screenshot 2025-04-02 at 20.42.19


Enter the name (and optionally the title, though this is not required) of the signer for the documents.

Next, enter the signer’s email address.

Once that information is added, you’ll need to decide how to notify the signer, how they should authenticate themselves, how they should sign, and whether they should receive a receipt.

Notification:

Authentication:

Signing:

Signer’s receipt:

Here, you decide how the signer should be notified. Learn more here.

Authentication allows you to verify that the signer is indeed the person they claim to be.
Learn more here.

Here, you choose the method the signer should use to sign the documents.
Learn more here.

Here, you select the format in which the signer will receive their copy of the signed document.
Learn more here.

Once you have selected the above options, click the green button ‘Add Signer’. You have now added a signer.

⚠️ About SMS delivery to blacklisted countries

Please be aware that Addo Sign does not support SMS delivery to certain blacklisted countries:

Country

Country code

Afghanistan

(+375)

Belarus

(+93)

Egypt

(+20)

Indonesia

(+62)

Mariana Islands

(+670)

Kenya

(+254)

This limitation applies to all use cases involving SMS:

  • Notifications: You cannot send SMS notifications to recipients with phone numbers from blacklisted countries.

  • Authentication: SMS cannot be used as an authentication method for phone numbers from these countries.

  • Signer's receipt: It is not possible to send the signed document via SMS to the signer if their phone number belongs to a blacklisted country.

  • Recipients of signed copy (third parties): Likewise, you cannot distribute a copy of the signed document via SMS to an external third party if the recipient’s number is from a blacklisted country.

If your recipients are affected by this restriction, we recommend using email as the alternative method for notifications, authentication, and delivery of signed documents.


Additional Settings

If you need to further configure the signing process, click the Settings button. Learn more here.


3. Add files for signing

You need to click on the blue bar named ‘Drag files or click on +’.

Screenshot 2025-04-02 at 20.42.51

You can now freely select the documents you wish to send for signing.

Screenshot 2025-04-02 at 20.43.29

Note: You can only send documents in PDF format for signing. All other file types will be attached as appendices and cannot be signed using Addo Sign.


PDF form fields remain editable after signing. This is standard behavior. However, if any changes are made to the document after signing, including filling or modifying form fields, the digital signature will be broken and no longer valid.


After selecting the document(s) you wish to attach, click ‘Open’ (depending on your language settings). You can read more about how to change language settings here.

Screenshot 2025-04-02 at 20.44.52

​4. Message to signers

In this field, you have the option to send a message to the signer of the document. You can choose to write your own personal message or use one of the templates provided by the system. Learn more here.

5. Recipients of copy

If you need to send a copy of the signed documents to a third party, you can learn more here.

6. How does the signing process work?

Need to guide your recipients through the signing process? Here’s how it works.

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