--- title: "Capsule 3: Creating and Sending a Document for Signature" description: "**Objective:** Prepare and send a document to be signed. --- **Español** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-bfbaf1c102f825681b86.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-bfbaf1c102f825681b86.mp4)   --- **English** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-693d29939e4e505dac81.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-693d29939e4e505dac81.mp4)   --- **Português** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-a5a58c9ea8690f810c85.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-a5a58c9ea8690f810c85.mp4)   --- **Steps:** ### 1. Access the document repository From the sidebar, go to **My Documents** and locate the file…" url: "https://despapeliza.io/docs/capsule-3-creating-and-sending-a-document-for-signature/" updated: "2026-10-28" category: Manage Legale.io in 10 Capsules --- # Capsule 3: Creating and Sending a Document for Signature **Objective:** Prepare and send a document to be signed. --- **Español** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-bfbaf1c102f825681b86.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-bfbaf1c102f825681b86.mp4)   --- **English** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-693d29939e4e505dac81.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-693d29939e4e505dac81.mp4)   --- **Português** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-a5a58c9ea8690f810c85.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-a5a58c9ea8690f810c85.mp4)   --- **Steps:** ### 1. Access the document repository From the sidebar, go to **My Documents** and locate the file you want to send for signature. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-f64dd65aad775337c562.png) --- ### 2. Select the document Click the checkbox next to the document to activate the top action bar and click on **Prepare for**** Workflow.** ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-0e4acc7c14e48c52189b.png) --- ### 3. Prepare for workflow Click on **Create Workflow** to start the signing configuration process. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-82f93f733e202614af59.png) --- ### 4. Add signer(s) Use the **Add signer** button to assign who will sign the document. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-0a1a04e3a6c40e979bc6.png) --- ### 5. Choose the signature type Select one of the following options according to your case: - **Sign myself** - Remote - Remote SMS - Cloud certificate - Local certificate - Remote advanced signature - **Sign by other person** - Remote - Remote SMS - Remote advanced signature - **Sign by Legale user** - Cloud certificate - Local certificate - Define by signer - **Validator** - Contact - Legale user - **Legale mobile** - Select tablet After selection, click **Next**. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-7025e6ee3f3d5439ff2a.png) --- ### 6. Adjust the signature position Drag the signature box to the desired location within the document and click **Next** to proceed. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-d3d0932b87c65a98f1f4.png) --- ### 7. Confirm signer and workflow Check signer details and click **Next** to configure the workflow. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-3f314b00e6bfd57c1796.png) --- ### 8. Final settings and send Choose whether signatures should be in order or simultaneous. Set expiration for the signing link and decide if a signed copy should be emailed. Click **Send** to launch the process. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-af290354be0465a5e7f5.png) --- ### 9. Check document status After sending, the document status will change to **IN PROGRESS**, indicating the signature process has begun. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-10ceaff395f345def229.png) --- ### 10. Email notification to signer The signer will receive an email with a secure link to **View and Sign** the document. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-4c4dc7dd4ea786c8d40a.png) --- ### 11. Signer reviews the document The recipient opens the signing link and reviews the document before proceeding. They can click **Next** to continue or **Reject** if the content is incorrect. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-f2d4e96bacc7e0e6425e.png) --- ### 12. Choose the signing method The signer selects how they want to sign: - **Input**: Type your name. - **Draw**: Sign using a mouse or touchpad. - **Upload**: Use a pre-generated signature image. Once ready, click **Sign**. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-b1128297d21290c953ba.png) --- ### 13. Confirmation of successful signature A success message is shown. The signed document will be sent automatically to the email address of the signer. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-83836fb7f8b7b2195714.png) --- ### 14. Email confirmation to the signer The signer receives an email titled **"Document signed"**, with secure links to: - **Download the signed document** - **Access evidences** ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-f01f8fe7a81e00f5d372.png) --- ### 15. Visual confirmation of embedded signature The document now includes the electronic signature block with metadata (name, timestamp, QR, geolocation, etc.). ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-081e92967b66a5d531c9.png) --- #### 16. Document status is updated Back in **My Documents**, the file's status changes to **SIGNED**, confirming that the process was completed successfully. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-a5d0881f2402b830b1bd.png)