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Signit Help Center
Document preparation and workflows
Document preparation and workflows
Adding participants
How to add signers to a document
Assigning roles to signers (signer, approver, viewer)
How to set the signing order for participants
How to remove a participant from a signature request
Preparing signature requests
How to upload documents for signing
Supported document formats (PDF, Word, Excel, PowerPoint)
File size and document upload limits
How to prepare multi-page or multi-document requests
Workflow customization
Sequential vs. parallel workflows
How to customize and save workflows
How to use saved workflows in future signature requests
Customizing document fields
How to add and customize signature fields
Types of fields you can add (text, signature, checkbox, radio buttons, file attachment)
Assigning fields to specific signers
How to make fields required or optional
