--- title: "Capsule 3: Creating and Sending a Document for Signature" description: "**Objective:** Prepare and send a document to be signed. --- **Español** [https://legale.io/wp-content/uploads/2025/04/C3-Espanol.mp4](https://legale.io/wp-content/uploads/2025/04/C3-Espanol.mp4)   --- **English** [https://legale.io/wp-content/uploads/2025/04/C3-English.mp4](https://legale.io/wp-content/uploads/2025/04/C3-English.mp4)   --- **Português** [https://legale.io/wp-content/uploads/2025/04/C3-Portuguese.mp4](https://legale.io/wp-content/uploads/2025/04/C3-Portuguese.mp4)   --- **Steps:** ### 1. Access the document repository From the sidebar, go to **My Documents** and locate the file…" url: "https://legale.io/docs/capsule-3-creating-and-sending-a-document-for-signature/" updated: "2025-05-13" 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://legale.io/wp-content/uploads/2025/04/C3-Espanol.mp4](https://legale.io/wp-content/uploads/2025/04/C3-Espanol.mp4)   --- **English** [https://legale.io/wp-content/uploads/2025/04/C3-English.mp4](https://legale.io/wp-content/uploads/2025/04/C3-English.mp4)   --- **Português** [https://legale.io/wp-content/uploads/2025/04/C3-Portuguese.mp4](https://legale.io/wp-content/uploads/2025/04/C3-Portuguese.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://legale.io/wp-content/uploads/2025/04/Documentos-1024x484.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://legale.io/wp-content/uploads/2025/04/Seleccionar-1024x465.png) --- ### 3. Prepare for workflow Click on **Create Workflow** to start the signing configuration process. ![](https://legale.io/wp-content/uploads/2025/04/Seleccionar-2-1024x460.png) --- ### 4. Add signer(s) Use the **Add signer** button to assign who will sign the document. ![](https://legale.io/wp-content/uploads/2025/04/Anadir-1024x651.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://legale.io/wp-content/uploads/2025/04/Tipo.png) --- ### 6. Adjust the signature position Drag the signature box to the desired location within the document and click **Next** to proceed. ![](https://legale.io/wp-content/uploads/2025/04/Ajustar-1024x653.png) --- ### 7. Confirm signer and workflow Check signer details and click **Next** to configure the workflow. ![](https://legale.io/wp-content/uploads/2025/04/Confirma-Firma-1024x652.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://legale.io/wp-content/uploads/2025/04/Confirma-Envia.png) --- ### 9. Check document status After sending, the document status will change to **IN PROGRESS**, indicating the signature process has begun. ![](https://legale.io/wp-content/uploads/2025/04/En-Progreso-1024x508.png) --- ### 10. Email notification to signer The signer will receive an email with a secure link to **View and Sign** the document. ![](https://legale.io/wp-content/uploads/2025/04/Correo-1024x650.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://legale.io/wp-content/uploads/2025/04/Ver.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://legale.io/wp-content/uploads/2025/04/Firmar.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://legale.io/wp-content/uploads/2025/04/Confirma-Mensaje.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://legale.io/wp-content/uploads/2025/04/Correo-Documento-1024x721.png) --- ### 15. Visual confirmation of embedded signature The document now includes the electronic signature block with metadata (name, timestamp, QR, geolocation, etc.). ![](https://legale.io/wp-content/uploads/2025/04/Firmado-1024x534.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://legale.io/wp-content/uploads/2025/04/Legale-Firmado-1024x503.png)