How to set up your document for the signature collection process

There are two ways to start a new signature request:

1. Click the +New button in the sidebar
2. Navigate to the Documents section and click +New signature request

Either option will take you to the document setup page where you can configure your signature request.

---

Step 1: Upload Your Document

Select the PDF file you want to send for signature.

📄 swipesign currently supports PDF files only. We use the PDF/A format to ensure the highest level of document security and integrity. This format prevents unauthorized modifications and ensures your documents remain tamper-proof throughout the signature process.

Step 2: Configure Document Options

In the Options section, you can customize your signature request settings:

• Team Sharing: Choose whether to share this signature request with your team members (admin only)
• Expiration Date: Set when the signature request should expire
• Signing Name: Add a custom name for your document

Signature Type

In the same section, you can select the type of signature required for your document. Choose between Qualified Signatures or Advanced Signatures based on your compliance needs. Not sure which one is right for you? Check out our signature types guide for more information.

You can also specify whether the document requires review before being sent out for signature.

Step 3: Add Signers

Add the recipients who need to sign your document. You have two options:

• From Contacts: Click + Add contact to select from your existing contact list
• New Signer: Add a new signer manually and optionally save them to your contacts for future use

You can also add yourself as a signer if needed.