How to Send Electronic Signatures with BeeSign

Sending a document for electronic signature with BeeSign is fast, intuitive, and takes just a few minutes from start to finish. In this guide, we'll walk you through the entire process — step by step — so you can send your first document with confidence.

Step 1: Click "New Document" from Your Dashboard

After signing in, you'll land on your BeeSign Dashboard. This is your command center — it shows all your documents, their statuses, and quick actions. To get started, click the "New Document" button in the top-right corner.

This will take you to the document creation flow where you'll upload your file, add recipients, and prepare it for signing.

Step 2: Upload Your PDF

On the next screen, you'll see an upload area where you can drag and drop your PDF or click to browse your files. BeeSign accepts any standard PDF document — contracts, agreements, proposals, NDAs, you name it.

Once the file is uploaded, BeeSign will process it and render a preview so you can verify it's the correct document before moving on. Give your document a name so you can easily find it later in your dashboard.

Step 3: Add Recipients

Now it's time to tell BeeSign who needs to sign. Click "Add Recipient" and enter the signer's name and email address. You can add multiple recipients if the document requires more than one signature.

Each recipient is assigned a unique color, making it easy to visually identify which signature fields belong to which person in the next step. You can also add CC recipients who will receive a copy of the completed document without needing to sign.

Step 4: Place Signature Fields with the Document Editor

This is where BeeSign really shines. After clicking "Add", you'll enter the Document Editor — a powerful, intuitive drag-and-drop workspace where you place signature boxes exactly where you need them on the document.

Here's what you can do in the document editor:

• ✓Drag and drop signature boxes — Select a recipient from the sidebar, then drag a signature field onto the document wherever the signer needs to sign.
• ✓Reposition — Click any field to resize it or drag it to a new position. Everything snaps into place smoothly.
• ✓Multiple field types — In addition to signature fields, you can add date fields and text fields for additional information.
• ✓Multi-page support — Navigate between pages and place fields on any page of the document.
• ✓Color-coded recipients — Each recipient's fields are highlighted in their assigned color so you always know who signs where.

Take your time here to make sure every field is positioned correctly. The clearer the layout, the easier it will be for your recipients to sign quickly.

Step 5: Review and Send

Once you're happy with the field placement, click "Send". BeeSign will show you a review summary of the document — including the recipients, the number of signature fields, and the document details.

Each recipient will immediately receive an email notification with a secure link to view and sign the document. No account creation required on their end — they simply click the link and sign.

Step 6: The Signing Experience

When a recipient opens the signing link, they're greeted with a consent disclosure that explains the legal implications of electronic signatures and confirms their agreement to sign electronically. This is a critical step for legal compliance and ensures that all parties understand the process.

After the recipient accept the consent disclosure, they're greeted with a clean, focused signing experience. BeeSign highlights the fields that need their attention and guides them through each one.

Signers can draw their signature, or type it. The process is fast, mobile-friendly, and works on any device — desktop, tablet, or phone.

Before completing the signing, the recipient reviews their consent and confirms with a final click. BeeSign captures their electronic disclosure acceptance, IP address, and timestamp for full legal compliance.

Step 7: Document Completed — View the Signed Document

Once all recipients have signed, the document status changes to "Completed". You'll receive a notification, and the finished document — with all signatures embedded — is available in your dashboard.

You can download the signed PDF at any time, share it with stakeholders, or simply keep it stored securely in BeeSign's cloud.

Step 8: Review the Audit Trail

Every document in BeeSign comes with a comprehensive audit trail — a tamper-proof record of every action taken on the document. This is critical for legal enforceability and gives you complete peace of mind.

The audit trail includes:

• ✓Document sent — Exact timestamp when the document was sent to each recipient.
• ✓Document viewed — When each recipient first opened the document.
• ✓Electronic disclosure accepted — Confirmation that the signer consented to electronic signing.
• ✓Document signed — The precise moment the signature was applied.
• ✓Document completed — When all signatures were collected and the document was finalized.
• ✓IP addresses — Recorded for each action for identity verification.

Step 9: Back to the Dashboard

After the document is signed, head back to your Dashboard to see the updated status. Completed documents are clearly marked, and you can filter, search, and manage all your documents from one central location.

Your dashboard gives you a bird's-eye view of everything: documents waiting for signatures, completed documents, and any that need your attention. It's your single source of truth for all document activity.

Recap: The Full BeeSign Workflow

Let's recap the entire process at a glance:

• 1Click "New Document" from your dashboard to start the process.
• 2Upload your PDF — drag and drop or browse to select your file.
• 3Add recipients — enter the name and email of each signer (and CC recipients).
• 4Place signature fields — use the drag-and-drop document editor to position fields.
• 5Review and send — double-check everything and hit send.
• 6Recipients sign — they receive an email, click the link, and sign from any device.
• 7Download the signed document — grab the completed PDF with embedded signatures.
• 8Review the audit trail — verify every action with timestamps and IP addresses.
• 9Manage from your dashboard — track all documents in one place.

That's it! The entire process — from uploading a document to collecting a legally binding signature — takes just a few minutes with BeeSign. No complicated setup, no steep learning curve, and no hidden fees.

Ready to send your first document? Sign up for free and experience how easy electronic signatures can be.