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🚀 Send your first signature request (step-by-step guide)

Learn how to send your first signature request with Ugosign—from choosing the document to sending it to signers.

🎯 Objective

Guide new users through sending their first electronic signature request on Ugosign, from selecting the document to configuring settings.

📝 Prerequisites

  • An active Ugosign account
  • A document to sign (existing template or new contract)
  • The signers’ email addresses

📍 Steps

  1. Create a new request
    Go to the Signature page and click New request.

    Create a new signature request with Ugosign

    Select an existing contract or create a new one.

    Select the contract to send for signature

  2. Add the signers
    Specify whether your company is a signer, then add recipients’ email addresses. You can also set a signing order if needed.

    Add signers to the signature request

  3. Fill in custom variables
    Complete the contract’s variable fields (e.g., price, date).

    Enter custom variables in the contract

  4. Attach files
    Add up to 10 additional files (.pdf, .docx, .pptx, .xlsx, etc.).

    Add attachments to the signature request

  5. Include a personal message
    Write a message to accompany your request.

    Include a personal message in the signature request

  6. Adjust the compliance level
    Set the verification method (email/SMS/Identity), expiration date, reminders, refusal allowed, add initials, and signing order.

    Require recipients to retype a text

  7. Configure the request
    • Expiration date
    • Reminders
    • Refusal allowed
    • Add initials
    • Signing order

    Configure signature request settings

✅ Expected result

Your first request is sent and signers receive their invitation by email (or SMS if enabled).

💡 Good to know

  • You can invite up to 100 signers per request.
  • By default, invitations are sent simultaneously.
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Last modified on 24 September 2025 at 13:11
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