Sign in to WoltSign, open Envelopes, and click Create Envelope. Complete the five steps: Details (title and folder), Documents (upload PDFs), Roles (signer names and emails), Fields (place fields on the PDF), then Review and send. Track progress from the envelope detail page.
Browse popular topics
Getting started
Create your account, workspace, and first envelope.
2 articles
Envelopes
Folders, drafts, sending, and tracking status.
3 articles
Templates
Build reusable documents and send with Quick Send.
3 articles
Team and workspace
Invitations, roles, and switching workspaces.
2 articles
Signing experience
What recipients see and how to complete fields.
1 article
API and integrations
API keys, webhooks, and developer docs.
Documentation
Quick answers
Answers to common questions about sending, templates, and signers.
Featured guides
Step-by-step walkthroughs matched to the WoltSign app.
Create Envelope
5 steps- Details: title and folder
- Documents: upload PDFs
- Roles → Fields → Review and send
Getting started
Send your first envelope
8 min readOpen guide
New Template
5 steps- Upload PDF and define roles
- Place fields on the document
- Save from Review
Templates
Create a reusable template
7 min readOpen guide
Use Template
2 paths- Quick Send: signers only
- Customize: full wizard prefilled
- Same PDF and fields unchanged
Templates
Quick Send vs Customize
5 min readOpen guide
Folders view
6 statuses- Draft, Ready, Pending, Sent
- Completed and Cancelled
- Folder tabs and stat cards
Envelopes
Folders and envelope status
6 min readOpen guide
Step-by-step workflow tutorials
Follow the same steps you see in the Create Envelope and New Template wizards.
Send your first envelope
- 1Open Create Envelope
- 2Enter title and folder (Details)
- 3Upload PDFs (Documents)
- 4Add signing roles with emails (Roles)
- 5Place fields and send (Fields → Review)
Create a reusable template
- 1Open New Template
- 2Upload your PDF
- 3Define role names
- 4Place fields on the document
- 5Save template from Review
Send from a template
- 1Open Templates and pick a template
- 2Click Use Template
- 3Choose Quick Send or Customize Before Sending
- 4Enter signer names and emails
- 5Send and copy sign links from envelope detail
Track signers and reminders
- 1Open Envelopes → folder or All Envelopes
- 2Click an envelope to open detail
- 3Check signer status per role
- 4Copy a sign link if a signer did not get email
- 5Click Send Reminder for pending signers
Recent product updates
Shipped features and workflow improvements in WoltSign.
June 2026
Envelope folders view
Browse envelopes by folder with stat cards for Total, Completed, Pending, and Cancelled.
June 2026
Template Quick Send
Send from a template with signers only, or open the full wizard with Customize Before Sending.
May 2026
Workspace invitations
Invite teammates by email and track pending invitations from Users & Invitations.
Still need help?
Contact our team for questions about envelopes, templates, and workspace setup.