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This guide takes you from a new account to a sent package.
1

Create your account

Choose a plan at flowsign.app/pricing. When you finish, you land in the app at my.flowsign.app. Returning users sign in at my.flowsign.app/login.
2

Start a package

Go to Packages and create a new package. The form has five sections:
  • Package Details: a title recipients will recognise, and an optional description.
  • Documents: upload the PDF files that need signing.
  • Recipients: the people who sign or receive the package, each with a name, an email address and an action (Signer, Viewer or CC). Turn on signing order if recipients must act one after another.
  • Email: the subject and message of the invitation email.
  • Security: an optional password recipients must enter before they can view the documents.
Recipients you have used before are offered from your contacts as you type.
3

Place fields

Open the package and drag fields onto the pages. Assign each field to a recipient. Common field types are Signature, Initial, Date, Name, Email, Company, Title, Text, Number, Checkbox, Radio and Dropdown. Mark a field as required when the recipient must complete it before finishing.
4

Send

Send the package. Each Signer and Viewer receives an email with a private link to their session. Signers in a sequential package are emailed when it is their turn.
Once a recipient has opened a package it can no longer be edited. Void it and send a corrected copy instead.
5

Track and download

The package page shows each recipient’s session status (WAITING, ACTIVE, COMPLETED, DECLINED or CANCELLED) and the audit trail. When every recipient has finished, the package becomes COMPLETED, the finished documents and the certificate of completion are available from the package page, and CC recipients receive their copy.

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Next steps

Build a template

Reuse the same documents, roles and fields for every send.

Automate with the API

Create packages and send them from your own systems.