# Send a document for signature in four steps

> In Weplanify, sending a PDF for signature takes four steps: the document, the signers, where each one signs, then a final check before you send it.

- Product: Weplanify (https://weplanify.io)
- Section: Documents
- Web page: https://weplanify.io/docs/documents.signature?lang=en
- Other language: https://weplanify.io/docs/documents.signature.md
- Last updated: 2026-09-30

In Weplanify, electronic signature starts from **People → Documents**, **Collections and signatures** tab. A full-screen window guides you through four steps: **Document**, **Signers**, **Place the signatures** and **Send**.

![The Send for signature window, Document step: search a PDF or upload one](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdocuments%2Fmaj-2026-09-28%2Fdc-sig-document-e27dec03.webp?alt=media&token=a750c41a-0266-45ef-a370-1a673913c04e)

## Steps

1. Click **Send for signature**, at the top of the screen.
2. **Document**: search a PDF already in Weplanify (**Search a PDF…**) or click **Upload a PDF**, then **Continue**.
3. **Signers**: add the people who sign and their order (see [choose who signs](https://weplanify.io/docs/documents.signature.signataires?lang=en)).
4. **Place the signatures**: check where each person signs on the pages (see [place the signatures](https://weplanify.io/docs/documents.signature.zones?lang=en)).
5. **Send**: read the summary, adjust the **Document name** if needed, set the **Sign before** date and add a **Message**.
6. Click **Send for signature**.

![The Send step: the summary, the signing order, the deadline and the message](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdocuments%2Fmaj-2026-09-28%2Fdc-sig-envoyer-1253e31b.webp?alt=media&token=43df0139-90a0-40fc-8810-76e198445ba0)

## Good to know

- Only PDFs can be signed. An uploaded PDF is also added to your documents.
- The deadline is one week by default.
- **Back** returns to the previous step without losing anything. If you close the window, Weplanify asks before discarding the request.
- In **All documents**, the pen icon of a PDF opens the same window with that document already chosen.
- Each person signs in the app or from their [personal link](https://weplanify.io/docs/documents.signature.lien?lang=en). Next: [follow signatures and send reminders](https://weplanify.io/docs/documents.signature.suivre?lang=en).

## Related guides

- [Choose who signs a document and in which order](https://weplanify.io/docs/documents.signature.signataires?lang=en) — In Weplanify, have a document signed by employees, a whole group or someone outside the company, one after the other or each on their own copy.
- [Place the signatures on the pages of the PDF](https://weplanify.io/docs/documents.signature.zones?lang=en) — In Weplanify, place each signer's Signature, Name and Date fields on the PDF, with one colour per person, before the document is sent out for signing.
- [Follow the signatures of a request and send reminders](https://weplanify.io/docs/documents.signature.suivre?lang=en) — In Weplanify, the detail of a request shows where each signer stands, copies their signing link, reminds late signers and opens the signed document.
- [Sign a document from a personal link](https://weplanify.io/docs/documents.signature.lien?lang=en) — In Weplanify, each signer has a personal link: they read the document, sign with a finger or the mouse, or decline, with no account and even on a phone.
- [HR documents in Weplanify](https://weplanify.io/docs/documents?lang=en) — In Weplanify, the Documents module files HR papers, spots incomplete staff files, gets PDFs signed and collects documents from your employees.
- [Spot incomplete staff files](https://weplanify.io/docs/documents.dossiers-du-personnel?lang=en) — In Weplanify, Staff files show for each employee where their contract, ID document, collections and documents to sign stand, in a single row.
- [The document list and its counters](https://weplanify.io/docs/documents.tableau-de-bord?lang=en) — In Weplanify, the Documents tab lists every filed paper, with the Expired and Expiring soon counters and filters by type, folder, employee and status.
- [Add a document](https://weplanify.io/docs/documents.ajouter?lang=en) — In Weplanify, add a file with its name, its type, the employee concerned, its expiry date and whether the employee may download it from the app.