# Prepare and send a document

**Category:** [Document Signing](https://help.totalctrl.app/hc/totalctrl/totalctrl-help-center/en-US/categories/document-signing)
**Updated:** 2026-08-19

To send your first document for signature:

- Open **Document Signing** and click **New Document**.
- Enter a title and upload your PDF. Choose **Sequential** (signers sign one after another, in order) or **Parallel** (everyone can sign at once) signing.
- On the prepare screen, add one or more **recipients** (name + email). Mark each as a *Signer* or a *CC* (receives a copy of the completed document but does not sign).
- Pick a recipient, pick a field type, then click the page to place a field. Drag fields to reposition them.
- Click **Send for signature**. Each signer is emailed a secure link.

## Field types

- **Signature** / **Initials** — the signer draws, types, or uploads a signature.
- **Date signed** — auto-filled with the date the signer completes.
- **Text** — a free-text box the signer fills in.
- **Checkbox** — a tick box (e.g. "I agree").

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## Related Articles

- [Signing a document you received](https://help.totalctrl.app/en-US/articles/how-to-sign)
- [Signing a document you received](https://help.totalctrl.app/en-US/articles/signing-as-a-signer)
- [Templates, automation, and integrations](https://help.totalctrl.app/en-US/articles/signing-integrations)
- [Integrations: CRM, automation, API, and reminders](https://help.totalctrl.app/en-US/articles/signing-integrations-1)
- [Document Signing overview](https://help.totalctrl.app/en-US/articles/signing-overview)

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