Send an agreement

Prepare an envelope, approve it, and Inkwell invites each recipient in order.

Prepare the envelope

1. On Envelopes, choose New envelope.
2. Enter an Envelope title and choose the Fixed PDF document: the final version, up to 2 MiB. The original PDF is never changed after this.
3. Under Recipients · sign in this order, enter each person's name and email address in the order they should sign. You can add up to five with Add recipient; each needs a different email address.

Place fields

Once the PDF is chosen, its pages appear beside Place fields.

1. Choose the Recipient and the Field type: signature, text or date.
2. Adjust the Field label, Width (%) and Height (%) if you need to.
3. Click the page where the field belongs. With a keyboard, focus a page and press Enter to place the field at its centre.

Every recipient needs at least one signature field. Each field shows its recipient's number, such as 2: Signature. Remove a misplaced field with × in the list and place it again.

Choose Save prepared envelope. The envelope is now prepared, and nothing has been sent.

Approve and send

Open the prepared envelope from the list.

1. Choose View document and fields and check every page, recipient and field.
2. Under Human approval, confirm that you reviewed the envelope and that it is eligible for electronic signature.
3. Choose Approve and invite first recipient.

Inkwell emails the first recipient their private link. The envelope is now awaiting signature. Each later recipient is invited automatically after the one before them signs.

When you run Inkwell locally, the messages go to the development outbox instead of real inboxes; see Getting started.

Void an envelope

To stop an envelope that is not finished, open it and choose Void envelope…, enter the reason and choose Confirm void. Recipients can no longer sign it, and the reason stays in the audit trail.

Next: What signers see.