How to send a document for signing with Inkless

From upload to signed PDF, here’s the fast path to getting signatures with audit trails and reminders.

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1
Upload your document

Start from PDF, Word, or image files. We convert to PDF and keep everything in a secure, company-scoped workspace.

2
Add recipients and roles

Specify who signs and in what order. Enable routing order when you need sequential signing.

3
Place fields

Drag signature, initials, dates, and text fields onto the document. Save as a template if you reuse it.

4
Add Supporting Documents or Identity Checks

Request supporting uploads from recipients directly in the document mapping view. Label each one and choose whether it is required or optional. For higher-value contracts, add DIDIT-powered identity verification for each recipient before they sign.

5
Send secure links

Recipients get unique, tokenized links. Enable email reminders and OTP verification for higher assurance.

6
Track & nudge

See who has opened and signed. Automatic reminders keep documents moving, and you can resend links anytime.

7
Download signed PDFs

Completed envelopes include the signed PDF and a tamper-evident audit trail with timestamps and events.

Tips for smooth sending
  • Use templates for documents you send often.
  • Enable OTP or phone verification for higher trust flows.
  • Add reminders when creating the envelope to keep signers on track.
  • Check the activity feed to spot blockers quickly.
  • Use supporting document requests to collect evidence (e.g. proof of address, bank statements) within the signing flow - no separate follow-up needed.
  • Enable identity verification for contracts where signer identity is business-critical. A £1 per-recipient fee applies.
Prefer API?

Use REST endpoints to create envelopes, upload documents, place fields, and generate signing links programmatically.

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Start with 10 free documents. No credit card required.

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