---
title: Send Your First Document
description: Upload a document, add recipients, and send for signing.
---

import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';

## Prerequisites

- A [Documenso account](/docs/users/getting-started/create-account).
- A PDF document to send for signing.

## Limitations

- Maximum file size: 50MB (configurable for self-hosted)
- Supported format: PDF only
- Maximum 5 documents can be uploaded at once on standard plans

## Send a Document

{/* prettier-ignore */}
<Steps>
<Step>
### Upload your document

- Go to your [Documents dashboard](https://app.documenso.com/documents)
- Click **Upload Document** in the top right
- Select your PDF file or drag and drop it into the upload area

![Documents dashboard showing the upload document button](/document-signing/documenso-documents-dashboard.webp)

After uploading, you'll be taken to the document editor.

![Document editor overview with the uploaded document](/document-signing/editor-overview.webp)

</Step>

<Step>
### Add recipients

In the editor, add the people who must take an action or receive a copy of the document.

- Click **+ Add Signer**
- Enter the recipient's email address and name
- Select their role:
  - **Signer** - Must sign the document
  - **Approver** - Must approve (signature optional)
  - **Viewer** - Must confirm they viewed it
  - **CC** - Receives a copy after completion (no action required)

Add additional recipients by clicking **+ Add Signer** again.

![Adding recipients with email, name, and role options](/document-signing/editor-upload-recipients.webp)

<Callout type="info">
  Enable **Signing Order** if recipients need to sign in a specific sequence.
</Callout>

</Step>

<Step>
### Add signature fields

Navigate to the **Add Fields** section. For each recipient:

- Select the recipient in the right sidebar
- Drag a **Signature** field onto the document where they should sign
- Optionally add other fields like **Name**, **Date**, or **Initials**

Fields are color-coded by recipient. Resize fields by dragging their corners.

![Fields panel showing available field types like Signature, Name, Date, and more](/document-signing/documenso-document-fields.webp)

<Callout type="info">At minimum, each signer needs one Signature field assigned to them.</Callout>

</Step>

<Step>
### Send the document

- Click **Send Document** in the left sidebar (or navigate to the Preview section)
- Review that everything looks correct
- Click **Send**

Your document is now sent.

</Step>
</Steps>

## What Happens Next

1. **Recipients receive an email** with a link to sign the document
2. **Recipients sign** by clicking the link and completing their assigned fields
3. **You get notified** when each recipient completes their action
4. **Everyone receives a copy** of the fully signed document once all signatures are collected

![Email notification that recipients receive with a link to sign](/document-signing/documenso-sign-email.webp)

You can track progress from your Documents dashboard. Click on any document to see which recipients have signed and which are pending.

---

## See Also

- [Create Templates](/docs/users/templates/create) - Save time on documents you send repeatedly
- [Direct Links](/docs/users/documents/direct-links) - Let recipients sign without email invitations
- [Upload and Configure](/docs/users/documents/upload) - Customize document settings for more control
