> ## Documentation Index
> Fetch the complete documentation index at: https://support.amplify.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# E-Sign Documents

> Attach documents, add recipients, and complete setup to send documents for electronic signature.

E-Sign lets you securely send documents for electronic signing using a simple, guided three-step flow.\
You can upload files, assign recipients, add fields, and track signing progress—all in one place.

***

## Step 1: Documents

In the **Documents** step, attach the files you want to send for signing.

You can add documents in multiple ways:

* **Upload** files by dragging and dropping or selecting from your device
* **Scan with phone**
* Choose from **My Templates**
* Select from the **Template Gallery**

Supported file types include PDF, Word, JPG, and PNG.\
You can combine up to **10 files** into a single document.

<Tip>
  Combine related documents (for example, agreements and disclosures) into one flow to avoid sending multiple signature requests.
</Tip>

### Create from Templates

Below the upload area, you can:

* **Create New** documents
* **Create with AI** to generate documents faster

<Tip>
  Templates are ideal for documents you send frequently, such as agreements or consent forms.
</Tip>

Once documents are added, continue to the next step.

<Warning>
  After moving to the next step, removing or replacing documents may require reassigning fields.
</Warning>

***

## Step 2: Recipients

In the **Recipients** step, define who will sign or view the document.

For each recipient, provide:

* Email address
* First name
* Last name

You can:

* Add multiple recipients
* Assign roles for signing or viewing
* Enable **signing order** if recipients must sign in sequence
* Save a unsaved contact
* Skip this step and return later if needed

<Note>
  Recipients do not need an Amplify account to sign documents.
</Note>

<Tip>
  Enable signing order when approvals must happen in a specific sequence.
</Tip>

After adding recipients, proceed to setup.

***

## Step 3: Setup & Review

In **Setup & Review**, you prepare the document for signing.

### Add Fields

Place fields on the document and assign them to recipients, including:

* Signature
* Initial
* Name
* Email
* Company
* Date
* Text
* Dropdown
* Checkbox
* Radio button
* Upload
* Stamp

You can switch between recipients to ensure each person has the correct fields.

<Warning>
  Required fields must be completed by recipients before they can submit the document.
</Warning>

### Use Content Blocks

Enhance your document using content blocks:

* Text
* Image
* Video
* Table

### Import Fields

To save time, import fields from existing documents or templates.\
You can reassign imported fields to the correct recipients before sending.

<Tip>
  Importing fields is especially useful when reusing documents with a similar structure.
</Tip>

### Preferences

Before sending your document, you can configure **Preferences** to control how recipients receive, view, and interact with the document.

Available options include:

* **Email content customization**\
  Edit the subject and message to provide context or instructions to recipients.
* **Custom branding**\
  Apply your organization’s branding for a more professional signing experience.
* **Due date and expiry date**\
  Set a due date for completion and an expiration date after which the signing link becomes inactive.
* **Download permissions**\
  Control whether recipients can download the document before or after signing.
* **Automatic reminders**\
  Enable reminders to notify recipients if action is pending.
* **Renewal notifications**\
  Receive alerts when documents are nearing expiration or require renewal.

<Tip>
  Setting due dates and reminders helps reduce delays and ensures documents are completed on time.
</Tip>

### Review Before Sending

Before sending, confirm that:

* All required fields are added
* Fields are assigned to the correct recipients
* The document is ready for signing

Once reviewed, send the document for e-signature.

***

## Signing Experience (Recipients)

Recipients receive an email with a secure signing link.

### What recipients can do

* Open the document from any device
* Complete required fields
* Sign electronically
* Submit when finished

No account is required for recipients to sign.

<Note>
  Recipients can only interact with fields assigned to them.
</Note>

***

## Track Status and Activity

After sending, documents appear in the **Documents** list where you can:

* Track recipient activity and completion progress
* View document status (Draft, Sent, Completed)
* See time remaining before due dates

Using the action menu, you can:

* Edit
* Preview
* Share via link
* Download audit trail
* Move to folder
* Rename
* Move to trash

<Tip>
  Use folders to keep signed and in-progress documents organized.
</Tip>

***

## Audit Trail

Every completed e-sign document includes a downloadable **audit trail** that records:

* Recipient actions
* Timestamps
* Completion details

This ensures transparency and accountability throughout the signing process.

<Note>
  Audit trails are automatically generated and cannot be modified.
</Note>

***

## FAQs

<AccordionGroup>
  <Accordion title="What file types can I use for e-sign documents?">
    You can upload PDF, Word, JPG, and PNG files. Multiple files can be combined into a single document.
  </Accordion>

  <Accordion title="Can I reuse documents for future signing?">
    Yes. Documents can be saved and reused as templates.
  </Accordion>

  <Accordion title="Can multiple recipients sign the same document?">
    Yes. You can add multiple recipients and optionally set a signing order.
  </Accordion>

  <Accordion title="Can I edit a document after sending it?">
    Yes! But you will need to resend the updated document for e-sign.
  </Accordion>

  <Accordion title="Is an audit trail available after completion?">
    Yes. Every completed document includes a downloadable audit trail.
  </Accordion>
</AccordionGroup>