Envelopes
Send your first envelope
Walk through the five-step Create Envelope wizard from Details through Review and send.
8 min read
Create Envelope walks you through five steps: Details, Documents, Roles, Fields, and Review. This guide follows the same labels you see in the app so you can send a PDF for signature without guessing where controls live.
Before you start
Sign in to WoltSign and open Envelopes from the sidebar. You need at least one folder. Many workspaces start with a default folder; you can also create one from the folders view. Have a PDF ready and signer email addresses at hand.
Step 1: Details
Click Create Envelope. Enter a title and select a folder. Both are required. Add an optional description for internal reference. If you need people copied on completion, enter comma-separated CC emails. Continue to Documents when the basics look right.
Envelope details
Provide a clear title and folder to help your team manage this envelope.
Step 2: Documents
Upload one or more PDFs. Each file needs a title. You can add a short message per document that signers read before they sign. Remove or reorder files before you continue if you uploaded the wrong version.
Documents
Upload files and set the order signers will review them.
Step 3: Roles
Add a signing role for each person who must act on the envelope. Role name and recipient email are required. Recipient name is optional but helps signers recognize the assignment. Use Add another role for sequential signing: WoltSign routes the envelope in the order roles appear.
Signing roles
Define who needs to sign and in what order.
Step 4: Fields
Select a document tab, pick a role, then drag field types onto the PDF. See Place and configure signing fields for placement tips. At minimum, assign each signer a signature or initials field where they must act.
Field types in the app
| Label in UI | Purpose |
|---|---|
| Signature Image | Draw, type, or upload a signature |
| Initials | Initials capture |
| Text | Free text entry |
| Checkbox | Boolean yes or no |
| Date / Signer Date | Date entry |
| Number, Email, Phone | Validated inputs |
| Info Text | Read-only display text |
| Link | Clickable URL |
| Signer Name / Signer Email | Auto-filled signer metadata |
| Attachment | Signer uploads a file |
Step 5: Review and send
Review shows a checklist: documents attached, roles configured, fields placed. Fix any warnings before you send. Click Send to notify signers and open the envelope detail page with sign links and status.
Review and send
Save draft vs send
On early steps you can Save draft to keep work without notifying anyone. Draft envelopes appear in your folder list with Draft status. Return later to finish Roles, Fields, and Review. Sending only happens from Review when the checklist passes.
After you send
Track progress from the envelope detail page. Copy sign links, send reminders, and download the completed PDF when all roles finish. See Track signers, copy links, and send reminders.
FAQ
Frequently asked questions
Short answers to the questions teams ask most often about this topic.
Can I save progress without sending?
Yes. Use Save draft on early wizard steps. The envelope stays in Draft status until you complete Review and send.
What file types can I upload?
The Documents step accepts PDF uploads. Give each document a title and optional message signers see when they open it.
How many signers can one envelope have?
Add one signing role per person in the Roles step. Each role gets its own fields and sign link after you send.
What happens right after I send?
WoltSign opens the envelope detail page with status and sign links. The first signer in role order receives email if addresses are valid.
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Still need help?
Contact support or read the developer documentation.