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How to Get a Document Signed with TurboSign

Ready to send your first document for e-signature? You're in the right place! This step-by-step guide will walk you through the entire process of preparing and sending your document using TurboSign.

What You'll Accomplish​

By the end of this guide, you'll know how to:

  • 📄 Upload or select documents for signature
  • 👥 Add recipients and manage signing order
  • ✏️ Place signature fields exactly where you need them
  • 📤 Send documents for signature with confidence
  • 🔄 Track the signing process from start to finish
Quick Start Promise

This entire process takes less than 5 minutes once you get the hang of it. We'll have you sending professional signature requests in no time! 🚀


Before You Begin​

To use TurboSign effectively, you'll need:

  • Access to TurboDocx
  • A document ready for signing (PDF, Word, or existing TurboDocx deliverable)
  • Email addresses for all recipients who need to sign
  • About 60 seconds of your time ⏰
Pro Tip

Have your document ready and know exactly where signatures are needed before you start. This makes the whole process much smoother!


Step 1: Click "Get It Signed"​

Let's start by getting to TurboSign from your main dashboard.

From the TurboDocx homepage, look for the "Get It Signed" button and click it. This will take you directly to TurboSign where all the magic happens.

Get It Signed button on TurboDocx homepage


Step 2: Start a New Signature Request​

Now that you're in TurboSign, it's time to create your first signature request.

In the top right corner of the TurboSign interface, you'll see a "New Signature" button. Click it to begin preparing your document for signatures.

New Signature button on TurboSign dashboard


Step 3: Upload or Select a Document​

Time to choose your document! TurboSign gives you two convenient options:

Option A: Upload a New Document​

Upload a new document from your computer by clicking the upload area or dragging and dropping your file.

Supported formats:

  • PDF files (.pdf)
  • Word documents (.docx)
  • Other common document formats

Option B: Select an Existing Deliverable​

Select an existing deliverable you've already created within TurboDocx. This is perfect if you've already generated a document and want to get it signed.

Document upload and selection interface


Document Tips
  • PDF files work best for consistent formatting across all devices
  • Keep file sizes reasonable (under 10MB) for faster loading
  • Make sure your document is final before uploading - you can't edit content after this step

Step 4: Add Document Details​

Now let's add some important information about your document.

Fill in the required information:

Document Name (Required)​

Give your document a clear, descriptive name. This will help you and your recipients identify the document easily.

Good examples:

  • "Q3 Marketing Agreement - ABC Corp"
  • "Employment Contract - John Smith"
  • "Service Agreement - Project Alpha"

Description (Optional)​

Add a brief description to provide context for your recipients. This appears in the signature request email.

Good examples:

  • "Please review and sign this quarterly marketing agreement"
  • "New employee contract for review and signature"
  • "Service agreement for the upcoming project"

Document details form with name and description fields


Step 5: Add Recipients​

Time to add the people who need to sign your document. This is where you control who signs and in what order.

Adding Recipients​

Click "Add Recipient" to assign others to sign the document. You can add multiple recipients as needed.

For each recipient, you'll need:

  • Full name (as it should appear on the signature)
  • Email address (where they'll receive the signature request)

Including Yourself​

Click "Include Me" if you also need to sign the document. This adds you to the recipient list automatically.

Setting Signing Order​

Drag to change the signing order if it matters for your document. The signing order determines who gets the document first.

When order matters:

  • Legal documents that require witness signatures
  • Contracts where one party must sign before the other
  • Documents with approval workflows

When order doesn't matter:

  • Simple agreements between equal parties
  • Documents where all parties can sign simultaneously

Add recipients interface showing all options


Recipient Best Practices
  • Use professional email addresses for business documents
  • Double-check email addresses - typos mean delayed signatures
  • Add yourself first if you need to sign before others
  • Keep signing order simple unless legally required

Step 6: Continue to Field Placement​

Almost there! Now we'll move to the most important part - telling TurboSign exactly where signatures and other information should go.

Click "Continue" in the bottom right corner to move to the field placement interface. This is where you'll drag and drop signature fields onto your document.

Continue button at bottom right of recipient setup


Step 7: Place Signature Fields​

Here's where the magic happens! You'll drag and drop the necessary fields onto your document exactly where you want them.

Available Field Types​

The field editor provides several types of fields you can add:

Essential Fields:

  • Signature - The actual signature field
  • Name - Typed name field
  • Date - Date when signed
  • Initials - For initialing pages or sections

Additional Fields:

  • Text - For additional information
  • Checkbox - For confirmations or agreements
  • Dropdown - For selecting from options

Field editor with available field types on the left

How to Place Fields​

  1. Drag the field type from the left panel
  2. Drop it onto the document where you want it to appear
  3. Resize if needed by dragging the corner handles
  4. Assign to the correct recipient using the dropdown

Assigning Fields to Recipients​

Each field must be assigned to a recipient. Make sure you:

  • Assign signature fields to the correct person
  • Place fields in logical locations on the document
  • Ensure all required fields are present

Document with signature fields placed and recipient assignments


Field Placement Tips
  • Place signature fields near signature lines if your document has them
  • Add date fields near signatures for legal completeness
  • Use initials fields for multi-page documents
  • Test field sizes - they should be large enough for signatures but not overwhelming
  • Group related fields together for better user experience

Step 8: Send the Document​

The final step! Once all fields are placed and everything looks perfect, it's time to send your document for signatures.

Click "Send Document" in the top right corner to initiate the signing process.

Send Document button in top right corner

What Happens Next​

After clicking "Send Document":

  1. Email notifications are sent to all recipients
  2. Recipients receive a secure link to sign the document
  3. You get notifications as each person signs
  4. Everyone receives a copy of the fully signed document

Congratulations! 🎉​

That's it! Your document is now on its way to being signed. You've successfully:

  • ✅ Uploaded or selected your document
  • ✅ Added recipients and set signing order
  • ✅ Placed signature fields exactly where needed
  • ✅ Sent the document for signatures

What to Expect​

Timeline:

  • Recipients usually receive emails within minutes
  • Most people sign within 24-48 hours
  • You'll get notifications for each signature

Tracking:

  • Monitor progress in your TurboSign dashboard
  • Send gentle reminders if needed
  • Download the completed document when all signatures are collected

Tips for Success​

For Faster Signatures​

  • Use clear document names so recipients know what they're signing
  • Add helpful descriptions to provide context
  • Send during business hours for faster response
  • Follow up politely if signatures are delayed

For Professional Results​

  • Test your document by sending it to yourself first
  • Use consistent field sizes for a clean look
  • Place fields logically following document flow
  • Keep signing order simple unless legally required

For Peace of Mind​

  • Double-check email addresses before sending
  • Review field placement carefully
  • Save templates for documents you use frequently
  • Keep records of all signed documents

Troubleshooting Common Issues​

"The Send Button is Disabled"​

Solution: Make sure you've placed at least one signature field for each recipient. The Send button appears only when your document is ready.

"Recipient Says They Can't Haven't Received the Email"​

Solution: Check that you used the correct email address and that the signing link hasn't expired. You can resend the invitation from your dashboard.

"I Made a Mistake in the Document"​

Solution: It's best practice to void the document and send a new version.


What's Next?​

Now that you know how to send documents for signature, you might want to explore:

  • Creating signature templates for frequently used documents
  • Setting up automated workflows for recurring signature processes
  • Integrating TurboSign with your existing document workflows
  • Managing completed documents and signatures
Final Thoughts

You've just mastered the art of digital signatures! Every document you send with TurboSign saves time, reduces errors, and provides a professional experience for all parties involved. Welcome to the future of document signing! 🚀

Ready to sign your next document? Go forth and get those signatures! 📝