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documenso/apps/docs/content/docs/users/documents/index.mdx
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Lucas Smith b92c53dbb2 feat: docs v2 (#2460)
Co-authored-by: Catalin Pit <catalinpit@gmail.com>
2026-02-27 22:05:27 +11:00

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---
title: Documents
description: Upload, prepare, and send documents for electronic signatures.
---
## Document Workflow
1. **[Upload](/docs/users/documents/upload)** - Upload your PDF and configure settings
2. **[Add Recipients](/docs/users/documents/add-recipients)** - Specify who needs to sign, approve, or view
3. **[Add Fields](/docs/users/documents/add-fields)** - Place signature, text, and other fields
4. **[Send](/docs/users/documents/send)** - Send for signing and monitor progress
---
## Additional Options
<Cards>
<Card
title="Direct Links"
description="Share signing links without email invitations."
href="/docs/users/documents/direct-links"
/>
</Cards>
---
## See Also
- [Document Lifecycle](/docs/concepts/document-lifecycle) - Understanding document statuses
- [Templates](/docs/users/templates) - Create reusable document templates