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Send an E-Sign request

3 min readReviewed
About this guide

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

Open E-Signatures > New E-Sign for a standalone E-Sign request. Signing in multi-step Workflows uses different controls.

Upload the PDFs

Section titled “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.

Place customer and agent fields

Section titled “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.

Fill your Agent fields

Section titled “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

Section titled “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, 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 for delivery status. Resend is disabled for Viewed and Signed. Creators receive opened and signed updates in Notifications.

Find and download a signed copy

Section titled “Find and download a signed copy”
  1. Open E-Sign Report. 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.

Help the customer sign

Section titled “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.

Section titled “Related guides”