Send your first document

Steps

1. Open Sign in the Easerix app (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 before or after sending.