General & Getting Started

How do I create an EzSignly account?

To get started with EzSignly, click Sign Up and create your account in minutes. Once verified, you can upload documents and sign PDF online or send files for online document signing with a secure, compliant workflow.

Do I need a credit card to sign up?

No, you don’t need a credit card to create an account. You can explore EzSignly and start online document signing for free based on the available plan options, before upgrading for advanced business features.

How do I verify my email after signing up?

After signing up, you’ll receive a verification email. Click Verify Email to activate your account and begin using EzSignly to sign documents online securely with a tracked signing flow.

Can I add my company name, logo, and branding to my account?

Yes. You can add your business name, logo, and details in your settings. This helps your electronic signature requests look more professional and builds trust while keeping your signing process consistent and compliant.

How do I send my first document for eSignature?

Click Send for Signature, upload your file, add recipients, place signature fields, and hit Send. Your recipient can sign PDF online through a secure link, and you get a full audit trail for tracking and compliance.

How do I add signers and set the signing order?

You can add one or multiple signers to a document. To control the workflow, enable Sequential Signing and set the order. This is ideal for HR, legal, and approvals where audit trails and signer tracking are required.

How will recipients sign the document and do they need an account?

Recipients do not need an account. They can open the link and sign instantly from any device. EzSignly supports legally valid signing for global workflows, including electronic signature in the USA aligned with the ESIGN Act and UETA.

How do I create and save a template?

Go to Templates, upload your document, add fields, and save it. Templates help you send repeat documents faster while keeping the signing structure consistent—especially for compliant workflows requiring tamper-proof records and repeatable formats.

How do I add fields (widgets) like signature, date, text, checkbox, etc.?

Once uploaded, drag and drop widgets like Signature, Initials, Date, Text, and Checkbox. Assign fields to each signer so the document is completed correctly and remains tamper-proof, with full audit trail support.

Can I reuse the same template for multiple documents (bulk sending)?

Yes. Templates are reusable, and you can send them to multiple recipients. For high-volume workflows, Bulk Send helps you speed up online document signing while maintaining a consistent signing flow with tracking, audit trails, and legally binding eSignatures.