How do I create and send a DropletSign document?

Modified on Fri, 6 Jun at 12:57 PM

New Product!
DropletSign is now available as an additional product you can purchase, either as an addition to your existing Droplet package or as a standalone feature. For more information, contact Droplet Support at support@droplet.io.

DropletSign lets you collect legally binding signatures on any PDF without ever leaving Droplet. Upload your document once, lay down interactive fields, and route each signer in the exact order you choose. This keeps approvals moving fast and saves everyone from printing, scanning, or chasing paper copies.

Upload your PDF

Click the New eSign button under DropletSign, then drag in or browse for your PDF.

Select Build With This File.

In the upper-left corner, give the file a clear name (for example, “Acceptable Use Policy”).

Set Assignees

On the Assignees tab, add at least one signer by clicking Select an assignee.

For specific people who will always sign, type their name and email or select them from a list of Droplet accounts.

For flexible roles, select Someone different each time and write an Assignee Title (like "Parent" or "Principal") and click Assign.

By default, all assignees receive the document at the same time and can sign simultaneously.

To control the order, turn on Set assignee order in the upper-right corner, then drag the recipient cards into the sequence you want.

You can place some recipients in a single step to sign together, or arrange them in separate steps to sign one after another.

When ready, click Next in the lower-right corner, or the Fields tab at the top.

Add Fields

Confirm the current assignee in the top left.

Drag fields onto the PDF from the library panel on the left. These fields will be for the currently-selected assignee to complete.

Resize and position the field as needed. Use the right panel to adjust formatting properties, such as the font size.

If you have more than one assignee, select the next assignee in the upper-left list first, then drag the fields they need to complete onto the PDF.

The color of the assignee will match their fields.

Repeat for all assignees.

To Change a Field’s Assignee
With the field selected, change the Assignee at the top of the right-hand properties panel.

Finished? Click the Message tab at the top.

Write your Message

Edit the subject line to fit your needs.

Adjust the standard body message.

Your edits apply by default whenever you send the document, but you can edit the message for each individual send, if needed.

Send your Document

Click Send in the top-right corner.

For any role-based assignees, enter their name and email now.

Tweak the email message if this specific send needs extra context. Changes here affect only this send, never the template.

Click the Send button at the bottom of the screen.

Once the last signer finishes, everyone receives a copy of the signed PDF, and you can monitor status anytime from the Submissions tab on the eSign page within Droplet.