Send a Document with Directsign

This step-by-step guide will show you how to send a document with Directsign. Directsign allows you to send a document to a single participant to sign. They will receive an email with a link to join a Videosign meeting room and sign the document(s).

12 steps
31 seconds

Videosign

Navigate to the dashboard.

Click the "Directsign" tile.

Enter a Subject.

Enter the Full Name of the participant.

Enter their Email.

Click "Next".

Click "Browse" and select the document you want to upload.

Select whether the document is to be signed, or read only.

Click "Create".

Once you've created the Directsign session, you can track its progress from the Videosign Dashboard.

All Directsign documents will be displayed in your dashboard. Use the filters at the bottom to quickly check progress.

You can send an instant reminder to the signee from the dashboard too.