# Send your first document

From PDF to signature request in a few minutes — upload, place fields, add recipients, send.

Canonical: https://easerix.com/docs/sign/quickstart

<Answer>
Open Easerix Sign in the Easerix app, choose New document, and upload a PDF. In the
editor, add your recipients, pick fields from the palette and click the page
to place them, then choose Review & send. Each signer gets an email with a
personal signing link, and the document appears under Awaiting.
</Answer>

## Steps

1. Open **Sign** in the Easerix app ([app.easerix.com/sign](https://app.easerix.com/sign)) and choose **New document**.
2. Drag & drop your PDF (up to 25 MB) or **Choose a file** — or start from a template.
3. In the editor's **Recipients** panel, choose **+ Add** and enter each person's name and email. Pick a role — **Signer**, **Viewer**, or **CC** — and optionally set an access code to share with them separately.
4. Place fields: pick **Signature**, **Initials**, **Date signed**, **Text**, or **Checkbox** from the **Fields** palette, then click the page where it should go. Drag to move, use the corner handle to resize, and assign each field to a signer in the **Assigned to** dropdown. Changes save automatically.
5. Choose **Review & send**. Optionally add a message, set an expiry (7–90 days or never), turn on auto-remind, and — with multiple signers — pick **All at once** or **In order**. Then choose **Send for signature**.

## Verify it works

The document moves to the **Awaiting** tab on your documents list, and every signer receives an email with their personal signing link. Open the document to watch each recipient's status change from Sent to Viewed to Signed, with every step landing on the audit trail.

## Good to know

- Fields are required by default (except checkboxes) — toggle **Required** per field in its properties panel.
- Date fields fill themselves at the moment of signing; signers can't backdate them.
- You can't place fields until the draft has at least one signer.
- Sending the same paperwork often? [Save the document as a template](/sign/templates) before or after sending.