# Send an E-Sign request

> Upload PDFs, add fields, send the link, and download the signed copy.

Language: en-US. Product guide: https://agencymesh.com/help/e-signatures/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [E-Signatures](https://app.agencymesh.app/esign/esign) > **New E-Sign** for a standalone E-Sign request. Signing in multi-step Workflows uses [different controls](/help/workflow-files-photos-and-esign/).

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## Upload the PDFs

1. Choose **Office**. Enter **Recipient Name**, **Recipient Email**, and **Document Title**. **Recipient Phone Number (Optional)** also sends the link by SMS; email is required.
2. In **Choose PDFs to Sign**, select PDFs totaling no more than **90 MB**. Use **Add more PDFs**, the **Document Order** arrows, or a file’s remove icon to adjust the packet.
3. Click **Preview & Continue**, then **Looks Good – Upload**. This opens the field editor without sending.

For SMS, use a 10-digit US number or **+country code** for an international number.

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## Place customer and agent fields

1. Click **Add Field**. Choose **Signature**, **Initials**, **Date**, or **Text**, then **Customer** or **Agent**.
2. Click **Place Signature** (or the chosen field type), then click the PDF where the field belongs. Click again for another field.
3. Click **Stop Placing** to move or resize boxes. Use **Undo** for the last placement or a field’s trash icon to remove it.

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## Fill your Agent fields

1. Under **Agent E-Sign Controls**, click **Add Agent Signature**. Enter **Type your full name**, then **Save My Signature**.
2. Click **Fill Agent Fields** to fill your signature, initials, and today’s date.
3. For each Agent **Text** field, enter **Text value** and click **Save Text**. Use its pencil icon to edit; the limit is **500 characters**.

**Fill Agent Fields** leaves Text blank. **Clear Agent Fields** clears all Agent values without removing their boxes.

## Send and track

1. Click **Save & Send**. The **Send to Customer** window sends automatically and shows email and SMS results.
2. Back in [E-Signatures](https://app.agencymesh.app/esign/esign), find the request with **Search e-sign requests**. **Edit Fields** opens a draft; **View** opens a sent document.
3. For delivery details, choose **More actions > View details > Event Log**. Use **Resend email** or **Resend email & SMS** when available.

If **Save & Send** is disabled, add a field, separate overlapping boxes, and fill every Agent field. Leave Customer fields for the signer.

**Sent** does not prove delivery. Email and SMS may fail separately. **SMS Sent** means the message was handed to the messaging service; use [Text Messages > Search](https://app.agencymesh.app/sms/smsSearch) for delivery status. Resend is disabled for **Viewed** and **Signed**. Creators receive opened and signed updates in [Notifications](/help/notifications/).

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## Find and download a signed copy

1. Open [E-Sign Report](https://app.agencymesh.app/esign/esignSearch). Choose **Office**, **Start**, **End**, and **Status**; add customer or document filters, then **Search**.
2. Click the **Details** eye icon. For **Signed**, use **Download Signed PDF** and **Download Certificate**. **Download Original** gives you the source PDF.

**Viewed** means the page was opened. **Completed** has **Download Document**, not the Signed PDF and Certificate controls. The **Status** filter only changes the search.

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## Help the customer sign

1. Open the email or SMS link and click **Start**. If prompted, enter **Type your full name**, then **Save Signature**.
2. Click each highlighted field. For Text, enter **Text value**, then **Save Text**. Use **Next** to move on.
3. Click **Submit**, then **Submit** in **Ready to Submit**. Use **Review Again** to go back or **Download** after finishing.

Date- or Text-only requests skip signature creation. If the name or document is wrong, contact the sender before signing.

## Related guides

- [Start a Workflow](https://agencymesh.com/help/customer-workflows.md)
- [Call or message a customer](https://agencymesh.com/help/calls-and-messaging.md)
- [Fix a problem](https://agencymesh.com/help/troubleshooting.md)
- [Read updates and send announcements](https://agencymesh.com/help/notifications.md)