# Send a standalone E-Sign request

> Upload and order PDFs, fill customer and agent fields, send a signing link by email and optional SMS, and download completion documents.

Language: en-US. Product guide: https://agencymesh.app/help/e-signatures/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Send PDFs directly for a customer’s signature. Place Customer and Agent fields, fill your Agent fields, then send. Signing in multi-step Workflows uses different controls.

<span id="prepare-request"></span>

## Upload and preview the PDFs

**Where:** [E-Signatures](https://app.agencymesh.app/esign/esign) > **New E-Sign**.

Email is required. **Recipient Phone Number (Optional)** adds the signing link by SMS when sending or resending. Use a 10-digit US number or **+country code** for an international number.

Uploading opens **Add E-Sign Fields**; it does not send the request.

1. Choose **Office** and enter **Recipient Name**, **Recipient Email**, and **Document Title**. Add **Recipient Phone Number (Optional)** if the customer should also receive SMS.
2. Use **Choose PDFs to Sign**. **Add more PDFs** appends files to the list; use the arrows in **Document Order** to rearrange them or the remove icon to delete one. The combined limit is **90 MB**; **Total** shows the remaining allowance.
3. Click **Preview & Continue**, view the pages with **Prev** / **Next**, then click **Looks Good – Upload**. Use **Back** to change the selection.

<span id="place-fields"></span>

## Place and adjust Customer or Agent fields

1. Click **Add Field**, choose **Signature**, **Initials**, **Date**, or **Text**, then choose **Customer** or **Agent**.
2. Click **Place Signature**, **Place Initials**, **Place Date**, or **Place Text**, then click the PDF. Click again to add another field of that type.
3. Use **Stop Placing** before dragging or resizing boxes. **Undo** removes the last placement; a field’s trash icon deletes it.

> **Save & Send disabled?:** Add at least one field, separate overlapping boxes, and fill every Agent field. Customer fields stay blank for the recipient.

<span id="esign-agent-signatures"></span>

## Add your agent signature, initials, and date

**Agent E-Sign Controls** appears after an Agent field is placed. **Clear Agent Fields** empties all Agent values, including Text, without deleting the boxes.

1. Place **Signature**, **Initials**, or **Date** fields with **Agent** selected.
2. Click **Add Agent Signature**, enter **Type your full name**, then **Save My Signature**.
3. Click **Fill Agent Fields** to apply your signature, initials, and today’s date. Repeat the same sequence to change your name.

<span id="esign-agent-text"></span>

## Fill or change an Agent Text field

**Fill Agent Fields** does not fill Text. **Clear** empties the value; refill it before sending.

1. Choose **Add Field > Text**, select **Agent**, click **Place Text**, then click the PDF.
2. Enter **Text value** (up to **500 characters**) and click **Save Text**. Use the field’s pencil icon to edit it.

<span id="send-and-track"></span>

## Send or resend the signing link

Resend is disabled for **Viewed** and **Signed**. A **Sent** status alone does not establish email or SMS delivery; use the send result and **Event Log**, including **SMS Sent** or **SMS Failed**.

If no email arrives within five minutes, ask the recipient to check spam or junk. Email and SMS can fail independently; follow the displayed error before resending.

**SMS Sent** confirms submission to the messaging service. Check [Text Messages > Search](https://app.agencymesh.app/sms/smsSearch) for final SMS delivery status.

Request creators receive opened and signed updates in [Notifications](/help/notifications/). Open the request to check and download its completed documents.

1. Click **Save & Send** after filling the Agent fields. The **Send to Customer** window sends automatically and displays separate email and SMS results when a phone was provided.
2. In [E-Signatures](https://app.agencymesh.app/esign/esign), use **Search e-sign requests > Search**. Choose **Edit Fields** for a Draft or **View** for a sent document.
3. For delivery follow-up, open **More actions > View details > Event Log**. When available, **More actions > Resend email** sends email again; **Resend email & SMS** sends both when the request has a phone.

<span id="esign-report-details-status"></span>

## Find a request in E-Sign Report

**Where:** **Reports** > [E-Sign Report](https://app.agencymesh.app/esign/esignSearch).

The report’s **Status** filter does not change status.

| Item | Guidance |
| --- | --- |
| Draft | Finish the request using Edit Fields in [E-Signatures](https://app.agencymesh.app/esign/esign). |
| Sent / Viewed | Sent records a send attempt; Viewed means the signing page was opened. Neither means signed. |
| Signed | Details offers Download Signed PDF and Download Certificate. |
| Completed | Open Details for the available Download Document control. This status alone does not provide the Signed PDF and Certificate controls. |

1. Choose **Office**, **Start**, **End**, and **Status**. Narrow by **Customer**, **Recipient Email**, or **Document**, then click **Search**.
2. Click the **Details** eye icon for **Request Info**, assigned **Fields**, and **Event Log**.

<span id="esign-completed-document-certificate"></span>

## Download the signed document and certificate

**Where:** Request > More actions > View details, or [E-Sign Report](https://app.agencymesh.app/esign/esignSearch) > Details.

For a Signed request, use **Download Signed PDF** and **Download Certificate**. **Download Original** retrieves the uploaded source. Requests that are not Signed show **Download Document**.

<span id="signer-help"></span>

## Help the customer sign a standalone request

Date- or Text-only requests skip signature creation. If the document or signer is wrong, contact the sender before signing.

1. Open the signing link from the email or SMS and click **Start**. If prompted, enter **Type your full name** and click **Save Signature**.
2. Click each highlighted customer field. For Text, enter **Text value** and click **Save Text**. Use **Next** to advance.
3. Click **Submit**, then **Submit** in **Ready to Submit**. Choose **Review Again** to go back; use **Download** after completion.

## Related guides

- [Start and follow a Workflow](https://agencymesh.app/help/customer-workflows.md)
- [Calls, SMS, and customer messaging](https://agencymesh.app/help/calls-and-messaging.md)
- [Troubleshooting AgencyMesh](https://agencymesh.app/help/troubleshooting.md)
- [Read notifications and send announcements](https://agencymesh.app/help/notifications.md)