How to create and send your first document
3 min read
Updated Apr 14, 2026
Your first Signelio send can move from upload to delivery in a few minutes. The core flow is: start a draft, upload a PDF, add recipients, review settings, and send from the wizard.
Before you begin
An active Signelio workspace
A PDF under 20 MB
At least one recipient email address
Start a new draft
Open Documents and choose New Document to launch the dedicated wizard.
Give the package a clear title first. That title appears in document lists, notifications, and the completed archive.
Illustrative workflow view
Walkthrough: start a draft, upload a PDF, and move into recipients and review.
Upload the source PDF
Signelio treats PDF as the canonical signable format in the current rollout.
If your source file is not already a PDF, convert it before upload so page placement and signing fields remain predictable.
Add recipients and delivery settings
Set your signers, approvers, or CC recipients before you send. You can choose sequential or parallel routing depending on whether recipients need to act in order.
In the review step you can also set due dates, reminder cadence, link expiry, and an optional custom message.
Send and track completion
After sending, monitor the package from Sent, Inbox, and Completed depending on the document state and your role.
When the workflow finishes, Signelio generates a signed PDF plus certificate and manifest artifacts for download.
Pro Tips
Use a descriptive title so recipients and teammates can identify the package quickly.
Confirm reminder timing before sending if the document has a firm deadline.
Review routing mode once more before delivery; sequential and parallel flows behave differently for recipients.
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