Sign, version, export and share a document

Everything you can do with a document is on its page, and most of it is also in the right-click menu in the Documents list. Documents are available on Solo and up.

Open a document

1. 1
   Open Documents from the left sidebar.
2. 2
   Double-click a document (or right-click it and choose Open). Along the top you'll see its status, then Share, Sign, Export and Delete.

Get it signed

1. 1
   Click Sign. The Signatures page opens.
2. 2
   Under Message (optional), add a note if you like. Your signers see it in the email and on the signing page.
3. 3
   Under Signers, type the signer's email address and, if you want, their Name (optional).
4. 4
   To add more people, click Add signer, and tick Sequential signing (one at a time, in order) if they must sign in a set order. You can drag signers to change the order. More than one signer is available on Solo Pro and up.
5. 5
   Click Send request. Each signer gets an email with a link to sign.

Save and restore versions

1. 1
   On the document's page, open the History tab.
2. 2
   Click Save current as version to keep a copy of the document as it is now.
3. 3
   To go back, click View all versions. On the Version history page, click Restore next to the version you want and confirm. What's there now is saved as a version first, so nothing is lost.

Export or download

1. 1
   Click Export at the top of the document and pick a format. A document written in the app exports as PDF, Word (DOCX), Markdown or HTML; a spreadsheet as Excel (XLSX) or CSV. The file opens in a new tab.
2. 2
   An uploaded file has no Export. To get the file back, click Download above the preview on its Viewer tab, or right-click it in the Documents list and choose Download original.

Edit an uploaded Word file

1. 1
   Open the uploaded .docx file. It opens on the Viewer tab.
2. 2
   Click Convert to editable document. A new, editable copy opens ("Converted to editable"). Your original upload stays as it was.

Share a link

1. 1
   Click Share on the document's page.
2. 2
   Under Create a new share link, choose a Role: Viewer, Commenter or Editor.
3. 3
   Click Create link, then Copy next to it under Existing links, and send it to whoever needs it. Revoke switches a link off.

If something isn't there

No Sign button: only documents written in the app and uploaded PDFs can be signed. For a Word file, convert it first (see above), then sign the new copy. Spreadsheets can't be sent for signature.

No Convert to editable document button: it only appears for uploaded Word (.docx) files. Other uploads, such as PDFs or photos, stay as they are.

No Documents in the sidebar: Documents aren't on the Free plan.